WIA
World Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.9M | Buy |
744,016
+380,049
| +104% | +$41.8M | 1.86% | 5 |
|
|
2025
Q1 | $33.8M | Sell |
363,967
-223,902
| -38% | -$20.8M | 0.88% | 15 |
|
|
2024
Q4 | $59.7M | Buy |
587,869
+315,896
| +116% | +$32.1M | 1.63% | 5 |
|
|
2024
Q3 | $26M | Sell |
271,973
-131,936
| -33% | -$12.6M | 0.82% | 16 |
|
|
2024
Q2 | $46.9M | Sell |
403,909
-24,674
| -6% | -$2.87M | 2.92% | 3 |
|
|
2024
Q1 | $36.2M | Sell |
428,583
-82,836
| -16% | -$6.99M | 5.18% | 1 |
|
|
2023
Q4 | $38.4M | Buy |
511,419
+427,022
| +506% | +$32.1M | 4.99% | 1 |
|
|
2023
Q3 | $5.79M | Sell |
84,397
-350,367
| -81% | -$24M | 1.15% | 20 |
|
|
2023
Q2 | $30.6M | Buy |
434,764
+28,362
| +7% | +$2M | 5.93% | 2 |
|
|
2023
Q1 | $26M | Buy |
406,402
+373,255
| +1,126% | +$23.8M | 5.41% | 2 |
|
|
2022
Q4 | $1.94M | Sell |
33,147
-355,103
| -91% | -$20.8M | 0.44% | 44 |
|
|
2022
Q3 | $22.5M | Buy |
388,250
+13,368
| +4% | +$773K | 5.33% | 4 |
|
|
2022
Q2 | $25.9M | Buy |
374,882
+332,317
| +781% | +$22.9M | 5.43% | 2 |
|
|
2022
Q1 | $3.25M | Sell |
42,565
-3,945
| -8% | -$301K | 0.67% | 29 |
|
|
2021
Q4 | $3.53M | Sell |
46,510
-301,211
| -87% | -$22.9M | 0.74% | 27 |
|
|
2021
Q3 | $25.7M | Buy |
347,721
+19,678
| +6% | +$1.45M | 5.82% | 3 |
|
|
2021
Q2 | $23.9M | Sell |
328,043
-166,815
| -34% | -$12.1M | 5.46% | 3 |
|
|
2021
Q1 | $33M | Buy |
494,858
+456,109
| +1,177% | +$30.4M | 7.95% | 2 |
|
|
2020
Q4 | $2.61M | Sell |
38,749
-52,888
| -58% | -$3.56M | 0.66% | 29 |
|
|
2020
Q3 | $21.2M | Buy |
91,637
+1,474
| +2% | +$341K | 7.25% | 1 |
|
|
2020
Q2 | $20.6M | Buy |
90,163
+5,972
| +7% | +$1.37M | 7.21% | 2 |
|
|
2020
Q1 | $13.9M | Buy |
84,191
+2,364
| +3% | +$390K | 6.45% | 3 |
|
|
2019
Q4 | $15.8M | Buy |
81,827
+80,122
| +4,699% | +$15.5M | 6.18% | 2 |
|
|
2019
Q3 | $307K | Sell |
1,705
-129,577
| -99% | -$23.3M | 0.13% | 99 |
|
|
2019
Q2 | $23M | Buy |
131,282
+10,438
| +9% | +$1.83M | 10.13% | 1 |
|
|
2019
Q1 | $20.8M | Buy |
120,844
+118,569
| +5,212% | +$20.4M | 9.48% | 1 |
|
|
2018
Q4 | $369K | Buy |
+2,275
| New | +$369K | 0.17% | 85 |
|