Annandale Capital’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 | $765K | Hold |
6,952
| – | – | 0.06% | 74 |
|
|
2025
Q1 | $645K | Hold |
6,952
| – | – | 0.04% | 74 |
|
|
2024
Q4 | $706K | Hold |
6,952
| – | – | 0.11% | 73 |
|
|
2024
Q3 | $666K | Hold |
6,952
| – | – | 0.09% | 76 |
|
|
2024
Q2 | $643K | Hold |
6,952
| – | – | 0.11% | 81 |
|
|
2024
Q1 | $587K | Hold |
6,952
| – | – | 0.11% | 80 |
|
|
2023
Q4 | $522K | Hold |
6,952
| – | – | 0.1% | 84 |
|
|
2023
Q3 | $476K | Hold |
6,952
| – | – | 0.12% | 78 |
|
|
2023
Q2 | $490K | Hold |
6,952
| – | – | 0.14% | 87 |
|
|
2023
Q1 | $444K | Buy |
+6,952
| New | +$444K | 0.14% | 94 |
|