17 Capital Partners’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 | $3.32M | Sell |
30,125
-9,069
| -23% | -$998K | 1.91% | 4 |
|
2025
Q1 | $3.64M | Buy |
39,194
+2,015
| +5% | +$187K | 2.34% | 2 |
|
2024
Q4 | $3.77M | Buy |
37,179
+2,333
| +7% | +$237K | 2.39% | 4 |
|
2024
Q3 | $3.34M | Buy |
34,846
+786
| +2% | +$75.3K | 2.17% | 3 |
|
2024
Q2 | $3.15M | Buy |
34,060
+1,338
| +4% | +$124K | 2.24% | 4 |
|
2024
Q1 | $2.76M | Buy |
32,722
+10,379
| +46% | +$876K | 2.04% | 4 |
|
2023
Q4 | $1.68M | Buy |
+22,343
| New | +$1.68M | 1.54% | 14 |
|
2022
Q3 | $1.07M | Sell |
18,462
-165
| -0.9% | -$9.55K | 1.46% | 28 |
|
2022
Q2 | $1.12M | Buy |
18,627
+1,462
| +9% | +$88.2K | 1.42% | 29 |
|
2022
Q1 | $1.31M | Buy |
17,165
+25
| +0.1% | +$1.91K | 1.37% | 27 |
|
2021
Q4 | $1.43M | Buy |
17,140
+1,073
| +7% | +$89.8K | 1.31% | 24 |
|
2021
Q3 | $1.19M | Buy |
16,067
+1,594
| +11% | +$118K | 1.12% | 36 |
|
2021
Q2 | $1.05M | Buy |
+14,473
| New | +$1.05M | 0.98% | 36 |
|