AlphaStar Capital Management’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 | $398K | Buy |
+3,613
| New | +$398K | 0.03% | 253 |
|
2024
Q4 | – | Sell |
-2,962
| Closed | -$284K | – | 295 |
|
2024
Q3 | $284K | Buy |
+2,962
| New | +$284K | 0.02% | 314 |
|
2022
Q1 | – | Sell |
-40,294
| Closed | -$3.2M | – | 399 |
|
2021
Q4 | $3.2M | Buy |
40,294
+16,292
| +68% | +$1.29M | 0.26% | 84 |
|
2021
Q3 | $1.89M | Buy |
+24,002
| New | +$1.89M | 0.13% | 131 |
|