Apeiron RIA’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 | $9.12M | Buy |
82,846
+6,174
| +8% | +$680K | 2.35% | 11 |
|
|
2025
Q1 | $7.12M | Sell |
76,672
-55,353
| -42% | -$5.14M | 2.15% | 11 |
|
|
2024
Q4 | $13.4M | Buy |
132,025
+742
| +0.6% | +$75.3K | 3.75% | 4 |
|
|
2024
Q3 | $12.6M | Buy |
131,283
+14,657
| +13% | +$1.4M | 3.6% | 5 |
|
|
2024
Q2 | $10.8M | Buy |
116,626
+74,734
| +178% | +$6.92M | 3.31% | 5 |
|
|
2024
Q1 | $3.54M | Buy |
41,892
+9,858
| +31% | +$832K | 1.02% | 24 |
|
|
2023
Q4 | $2.41M | Buy |
32,034
+3,445
| +12% | +$259K | 0.75% | 34 |
|
|
2023
Q3 | $1.96M | Buy |
+28,589
| New | +$1.96M | 0.67% | 38 |
|