Worth Financial Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Buy |
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|
2025
Q1 | $491K | Sell |
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|
2024
Q4 | $538K | Buy |
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|
2024
Q3 | $501K | Sell |
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|
2024
Q2 | $565K | Sell |
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|
2024
Q1 | $529K | Buy |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $460K | Sell |
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|
2023
Q2 | $616K | Sell |
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|
2023
Q1 | $563K | Buy |
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|
2022
Q4 | $478K | Buy |
|