Apollon Wealth 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 | $26.2M | Sell |
237,536
-2,137
| -0.9% | -$235K | 0.52% | 38 |
|
|
2025
Q1 | $22.2M | Buy |
239,673
+88,241
| +58% | +$8.19M | 0.49% | 42 |
|
|
2024
Q4 | $15.4M | Buy |
151,432
+27,829
| +23% | +$2.83M | 0.35% | 55 |
|
|
2024
Q3 | $11.8M | Buy |
123,603
+8,963
| +8% | +$858K | 0.33% | 59 |
|
|
2024
Q2 | $10.6M | Buy |
114,640
+19,753
| +21% | +$1.83M | 0.32% | 59 |
|
|
2024
Q1 | $8.01M | Buy |
94,887
+7,455
| +9% | +$629K | 0.25% | 73 |
|
|
2023
Q4 | $6.57M | Buy |
87,432
+3,204
| +4% | +$241K | 0.23% | 83 |
|
|
2023
Q3 | $5.76M | Sell |
84,228
-5,395
| -6% | -$369K | 0.29% | 67 |
|
|
2023
Q2 | $6.32M | Buy |
89,623
+1,455
| +2% | +$103K | 0.3% | 68 |
|
|
2023
Q1 | $5.63M | Buy |
88,168
+3,562
| +4% | +$228K | 0.35% | 58 |
|
|
2022
Q4 | $4.95M | Buy |
84,606
+14,600
| +21% | +$854K | 0.35% | 56 |
|
|
2022
Q3 | $4.05M | Sell |
70,006
-435
| -0.6% | -$25.2K | 0.33% | 58 |
|
|
2022
Q2 | $4.25M | Buy |
70,441
+133
| +0.2% | +$8.03K | 0.35% | 53 |
|
|
2022
Q1 | $5.37M | Sell |
70,308
-17,525
| -20% | -$1.34M | 0.38% | 52 |
|
|
2021
Q4 | $7.35M | Buy |
87,833
+38,658
| +79% | +$3.23M | 0.55% | 31 |
|
|
2021
Q3 | $3.64M | Buy |
49,175
+2,012
| +4% | +$149K | 0.5% | 40 |
|
|
2021
Q2 | $3.43M | Sell |
47,163
-639
| -1% | -$46.5K | 0.61% | 36 |
|
|
2021
Q1 | $3.11M | Buy |
+47,802
| New | +$3.11M | 0.6% | 36 |
|
|
2020
Q3 | – | Sell |
-1,368
| Closed | -$71K | – | 417 |
|
|
2020
Q2 | $71K | Buy |
+1,368
| New | +$71K | 0.04% | 207 |
|
|
2019
Q3 | – | Sell |
-1,432
| Closed | -$64K | – | 86 |
|
|
2019
Q2 | $64K | Buy |
+1,432
| New | +$64K | 0.07% | 88 |
|