Wolff Wiese Magana’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Hold |
1,162
| – | – | 0.08% | 131 |
|
|
2025
Q1 | $108K | Hold |
1,162
| – | – | 0.07% | 127 |
|
|
2024
Q4 | $118K | Hold |
1,162
| – | – | 0.08% | 132 |
|
|
2024
Q3 | $111K | Buy |
1,162
+570
| +96% | +$54.6K | 0.08% | 132 |
|
|
2024
Q2 | $54.8K | Hold |
592
| – | – | 0.04% | 153 |
|
|
2024
Q1 | $50K | Hold |
592
| – | – | 0.04% | 145 |
|
|
2023
Q4 | $44.5K | Hold |
592
| – | – | 0.04% | 146 |
|
|
2023
Q3 | $40.5K | Hold |
592
| – | – | 0.03% | 205 |
|
|
2023
Q2 | $41.7K | Hold |
592
| – | – | 0.03% | 207 |
|
|
2023
Q1 | $37.8K | Hold |
592
| – | – | 0.03% | 209 |
|
|
2022
Q4 | $34.6K | Hold |
592
| – | – | 0.03% | 213 |
|
|
2022
Q3 | $34K | Hold |
592
| – | – | 0.03% | 297 |
|
|
2022
Q2 | $36K | Hold |
592
| – | – | 0.03% | 304 |
|
|
2022
Q1 | $45K | Hold |
592
| – | – | 0.03% | 288 |
|
|
2021
Q4 | $50K | Hold |
592
| – | – | 0.03% | 277 |
|
|
2021
Q3 | $44K | Hold |
592
| – | – | 0.03% | 296 |
|
|
2021
Q2 | $43K | Hold |
592
| – | – | 0.03% | 301 |
|
|
2021
Q1 | $39K | Hold |
592
| – | – | 0.03% | 309 |
|
|
2020
Q4 | $38K | Buy |
+592
| New | +$38K | 0.03% | 298 |
|