WT Wealth Management’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 | $518K | Hold |
4,704
| – | – | 0.15% | 92 |
|
|
2025
Q1 | $437K | Sell |
4,704
-310
| -6% | -$28.8K | 0.14% | 92 |
|
|
2024
Q4 | $509K | Hold |
5,014
| – | – | 0.16% | 85 |
|
|
2024
Q3 | $489K | Sell |
5,014
-170
| -3% | -$16.6K | 0.16% | 85 |
|
|
2024
Q2 | $480K | Sell |
5,184
-64
| -1% | -$5.92K | 0.16% | 85 |
|
|
2024
Q1 | $443K | Buy |
5,248
+63
| +1% | +$5.32K | 0.16% | 86 |
|
|
2023
Q4 | $389K | Hold |
5,185
| – | – | 0.15% | 85 |
|
|
2023
Q3 | $356K | Hold |
5,185
| – | – | 0.15% | 87 |
|
|
2023
Q2 | $365K | Hold |
5,185
| – | – | 0.15% | 89 |
|
|
2023
Q1 | $331K | Hold |
5,185
| – | – | 0.14% | 94 |
|
|
2022
Q4 | $303K | Sell |
5,185
-92
| -2% | -$5.38K | 0.15% | 85 |
|
|
2022
Q3 | $305K | Hold |
5,277
| – | – | 0.15% | 81 |
|
|
2022
Q2 | $318K | Hold |
5,277
| – | – | 0.16% | 92 |
|
|
2022
Q1 | $403K | Hold |
5,277
| – | – | 0.15% | 91 |
|
|
2021
Q4 | $442K | Hold |
5,277
| – | – | 0.16% | 93 |
|
|
2021
Q3 | $390K | Buy |
5,277
+92
| +2% | +$6.8K | 0.15% | 99 |
|
|
2021
Q2 | $377K | Hold |
5,185
| – | – | 0.15% | 101 |
|
|
2021
Q1 | $338K | Hold |
5,185
| – | – | 0.16% | 103 |
|
|
2020
Q4 | $330K | Sell |
5,185
-35
| -0.7% | -$2.23K | 0.18% | 98 |
|
|
2020
Q3 | $301K | Hold |
5,220
| – | – | 0.2% | 87 |
|
|
2020
Q2 | $270K | Hold |
5,220
| – | – | 0.22% | 75 |
|
|
2020
Q1 | $215K | Hold |
5,220
| – | – | 0.23% | 62 |
|
|
2019
Q4 | $252K | Hold |
5,220
| – | – | 0.19% | 80 |
|
|
2019
Q3 | $234K | Buy |
+5,220
| New | +$234K | 0.2% | 77 |
|