Ownership history in Sharp Wealth Advisory, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Sharp Wealth Advisory, LLC reported a position in ISHARES S&P 500 GROWTH ETF (IVW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 58,177 | +2,830 | +5.1% | 3.61% | $7.2M | $123.15 |
| 2025 Q3 | REDUCED | 55,347 | -172,876 | -75.7% | 3.63% | $6.7M | $120.49 |
| 2025 Q2 | ADDED | 228,223 | +23,728 | +11.6% | 16.21% | $25.1M | $109.76 |
| 2025 Q1 | ADDED | 204,495 | +149,686 | +273.1% | 14.53% | $19.0M | $92.44 |
As of 2025 Q4 — sorted by position size