WFAG
Worth Financial Advisory Group’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 | $583K | Buy |
5,297
+7
| +0.1% | +$771 | 0.36% | 66 |
|
|
2025
Q1 | $491K | Sell |
5,290
-7
| -0.1% | -$650 | 0.31% | 78 |
|
|
2024
Q4 | $538K | Buy |
5,297
+63
| +1% | +$6.4K | 0.33% | 75 |
|
|
2024
Q3 | $501K | Sell |
5,234
-868
| -14% | -$83.1K | 0.29% | 79 |
|
|
2024
Q2 | $565K | Sell |
6,102
-164
| -3% | -$15.2K | 0.37% | 70 |
|
|
2024
Q1 | $529K | Buy |
6,266
+12
| +0.2% | +$1.01K | 0.37% | 72 |
|
|
2023
Q4 | $470K | Sell |
6,254
-474
| -7% | -$35.6K | 0.38% | 71 |
|
|
2023
Q3 | $460K | Sell |
6,728
-2,012
| -23% | -$138K | 0.42% | 67 |
|
|
2023
Q2 | $616K | Sell |
8,740
-68
| -0.8% | -$4.79K | 0.57% | 46 |
|
|
2023
Q1 | $563K | Buy |
8,808
+634
| +8% | +$40.5K | 0.54% | 57 |
|
|
2022
Q4 | $478K | Buy |
+8,174
| New | +$478K | 0.56% | 51 |
|