Arax Advisory Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Arax Advisory Partners’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$23.9M	Buy	193,687 +177,465	+1,094%	+$21.9M	1.1%	21
2025 Q1	$1.51M	Buy	16,222 +11,793	+266%	+$1.09M	0.1%	133
2024 Q4	$450K	Sell	4,429 -14,472	-77%	-$1.47M	0.03%	318
2024 Q3	$1.81M	Buy	18,901 +14,119	+295%	+$1.35M	0.16%	73
2024 Q2	$443K	Buy	4,782 +234	+5%	+$21.7K	0.04%	217
2024 Q1	$384K	Buy	4,548 +338	+8%	+$28.5K	0.04%	213
2023 Q4	$316K	Sell	4,210 -142	-3%	-$10.7K	0.04%	222
2023 Q3	$298K	Sell	4,352 -155	-3%	-$10.6K	0.04%	207
2023 Q2	$318K	Buy	4,507 +3	+0.1%	+$211	0.04%	182
2023 Q1	$288K	Buy	4,504 +5	+0.1%	+$319	0.04%	188
2022 Q4	$263K	Sell	4,499 -573	-11%	-$33.5K	0.04%	194
2022 Q3	$293K	Sell	5,072 -452,674	-99%	-$26.2M	0.05%	157
2022 Q2	$27.6M	Buy	457,746 +452,556	+8,720%	+$27.3M	4.18%	4
2022 Q1	$396K	Sell	5,190 -37,342	-88%	-$2.85M	0.05%	140
2021 Q4	$3.56M	Sell	42,532 -3,703	-8%	-$310K	0.45%	36
2021 Q3	$3.42M	Buy	46,235 +38,180	+474%	+$2.82M	0.47%	35
2021 Q2	$586K	Buy	+8,055	New	+$586K	0.08%	93
2020 Q4	$516K	Sell	8,093 -49,079	-86%	-$3.13M	0.08%	86
2020 Q3	$3.3M	Buy	57,172 +1,968	+4%	+$114K	0.56%	37
2020 Q2	$2.86M	Buy	55,204 +1,484	+3%	+$77K	0.51%	37
2020 Q1	$2.22M	Buy	53,720 +44,044	+455%	+$1.82M	0.51%	36
2019 Q4	$468K	Buy	9,676 +80	+0.8%	+$3.87K	0.13%	72
2019 Q3	$432K	Sell	9,596 -1,172	-11%	-$52.8K	0.13%	71
2019 Q2	$483K	Buy	+10,768	New	+$483K	0.16%	66
2018 Q4	$359K	Sell	9,528 -11,496	-55%	-$433K	0.14%	78
2018 Q3	$931K	Sell	21,024 -2,144	-9%	-$94.9K	0.38%	30
2018 Q2	$941K	Buy	23,168 +1,548	+7%	+$62.9K	0.41%	24
2018 Q1	$838K	Sell	21,620 -1,492	-6%	-$57.8K	0.44%	25
2017 Q4	$882K	Sell	23,112 -1,016	-4%	-$38.8K	0.38%	26
2017 Q3	$865K	Sell	24,128 -11,348	-32%	-$407K	0.42%	24
2017 Q2	$1.18M	Buy	35,476 +1,008	+3%	+$33.5K	0.56%	20
2017 Q1	$1.13M	Buy	34,468 +4,276	+14%	+$141K	0.54%	18
2016 Q4	$919K	Buy	+30,192	New	+$919K	0.46%	22