Advisor Resource Council’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 | – | Sell |
-58,825
| Closed | -$5.46M | – | 363 |
|
|
2025
Q1 | $5.46M | Buy |
+58,825
| New | +$5.46M | 0.44% | 56 |
|
|
2024
Q4 | – | Sell |
-3,012
| Closed | -$288K | – | 167 |
|
|
2024
Q3 | $288K | Buy |
+3,012
| New | +$288K | 0.13% | 176 |
|
|
2024
Q2 | – | Sell |
-3,790
| Closed | -$285K | – | 130 |
|
|
2024
Q1 | $285K | Sell |
3,790
-31,329
| -89% | -$2.35M | 0.12% | 175 |
|
|
2023
Q4 | $2.64M | Buy |
+35,119
| New | +$2.64M | 0.31% | 78 |
|
|
2022
Q3 | – | Sell |
-43,227
| Closed | -$2.61M | – | 315 |
|
|
2022
Q2 | $2.61M | Buy |
+43,227
| New | +$2.61M | 0.24% | 81 |
|
|
2022
Q1 | – | Sell |
-46,016
| Closed | -$3.85M | – | 366 |
|
|
2021
Q4 | $3.85M | Buy |
+46,016
| New | +$3.85M | 0.3% | 71 |
|
|
2021
Q3 | – | Sell |
-44,037
| Closed | -$3.2M | – | 334 |
|
|
2021
Q2 | $3.2M | Buy |
+44,037
| New | +$3.2M | 0.33% | 64 |
|