A detailed history of Fullcircle Wealth LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Fullcircle Wealth LLC holds 31,318 shares of IVW stock, worth $3.79 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
31,318
Previous 30,033 4.28%
Holding current value
$3.79 Million
Previous $3.31 Million 14.34%
% of portfolio
1.5%
Previous 1.36%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

BUY
$108.97 - $121.65 $140,026 - $156,320
1,285 Added 4.28%
31,318 $3.78 Million
Q2 2025

Aug 05, 2025

SELL
$82.96 - $110.1 $145,345 - $192,895
-1,752 Reduced 5.51%
30,033 $3.31 Million
Q1 2025

Apr 29, 2025

BUY
$92.45 - $106.69 $157,349 - $181,586
1,702 Added 5.66%
31,785 $2.95 Million
Q4 2024

Feb 13, 2025

BUY
$94.43 - $105.47 $184,327 - $205,877
1,952 Added 6.94%
30,083 $3.2 Billion
Q3 2024

Oct 29, 2024

SELL
$84.77 - $97.13 $30,008 - $34,384
-354 Reduced 1.24%
28,131 $2.75 Billion
Q2 2024

Jul 25, 2024

BUY
$79.31 - $93.31 $2.26 Million - $2.66 Million
28,485 New
28,485 $2.56 Billion

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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