ABLE Financial Group’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 | $637K | Buy |
+5,784
| New | +$637K | 0.15% | 104 |
|
|
2025
Q1 | – | Sell |
-3,523
| Closed | -$358K | – | 206 |
|
|
2024
Q4 | $358K | Hold |
3,523
| – | – | 0.11% | 133 |
|
|
2024
Q3 | $337K | Hold |
3,523
| – | – | 0.1% | 135 |
|
|
2024
Q2 | $326K | Sell |
3,523
-149
| -4% | -$13.8K | 0.12% | 131 |
|
|
2024
Q1 | $310K | Hold |
3,672
| – | – | 0.12% | 118 |
|
|
2023
Q4 | $276K | Buy |
3,672
+711
| +24% | +$53.4K | 0.12% | 120 |
|
|
2023
Q3 | $203K | Sell |
2,961
-19
| -0.6% | -$1.3K | 0.1% | 131 |
|
|
2023
Q2 | $210K | Buy |
+2,980
| New | +$210K | 0.11% | 135 |
|