Annandale Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$765K Hold
2025
Q1
$645K Hold
2024
Q4
$706K Hold
2024
Q3
$666K Hold
2024
Q2
$643K Hold
2024
Q1
$587K Hold
2023
Q4
$522K Hold
2023
Q3
$476K Hold
2023
Q2
$490K Hold
2023
Q1
$444K Buy