Aprio 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 | $1.84M | Sell |
16,677
-629
| -4% | -$69.3K | 0.21% | 72 |
|
|
2025
Q1 | $1.61M | Buy |
17,306
+7,279
| +73% | +$676K | 0.2% | 75 |
|
|
2024
Q4 | $1.02M | Hold |
10,027
| – | – | 0.15% | 86 |
|
|
2024
Q3 | $960K | Hold |
10,027
| – | – | 0.15% | 82 |
|
|
2024
Q2 | $928K | Sell |
10,027
-555
| -5% | -$51.4K | 0.17% | 74 |
|
|
2024
Q1 | $894K | Buy |
10,582
+555
| +6% | +$46.9K | 0.18% | 71 |
|
|
2023
Q4 | $753K | Buy |
10,027
+31
| +0.3% | +$2.33K | 0.17% | 74 |
|
|
2023
Q3 | $684K | Hold |
9,996
| – | – | 0.19% | 64 |
|
|
2023
Q2 | $705K | Sell |
9,996
-628
| -6% | -$44.3K | 0.19% | 56 |
|
|
2023
Q1 | $679K | Sell |
10,624
-90
| -0.8% | -$5.75K | 0.21% | 50 |
|
|
2022
Q4 | $627K | Sell |
10,714
-252
| -2% | -$14.7K | 0.22% | 51 |
|
|
2022
Q3 | $634K | Buy |
+10,966
| New | +$634K | 0.25% | 51 |
|