AlTi Global’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 | $7.33M | Sell |
66,543
-860
| -1% | -$94.7K | 0.18% | 71 |
|
|
2025
Q1 | $6.26M | Sell |
67,403
-119
| -0.2% | -$11K | 0.16% | 68 |
|
|
2024
Q4 | $6.86M | Sell |
67,522
-80
| -0.1% | -$8.12K | 0.17% | 73 |
|
|
2024
Q3 | $6.47M | Sell |
67,602
-929
| -1% | -$89K | 0.16% | 82 |
|
|
2024
Q2 | $6.34M | Sell |
68,531
-4,838
| -7% | -$448K | 0.17% | 63 |
|
|
2024
Q1 | $6.2M | Buy |
73,369
+199
| +0.3% | +$16.8K | 0.17% | 80 |
|
|
2023
Q4 | $5.5M | Buy |
+73,170
| New | +$5.5M | 0.17% | 76 |
|