Archford Capital Strategies’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 | $1.11M | Hold |
10,095
| – | – | 0.14% | 138 |
|
|
2025
Q1 | $937K | Buy |
+10,095
| New | +$937K | 0.14% | 146 |
|
|
2017
Q2 | – | Sell |
-696
| Closed | -$23K | – | 402 |
|
|
2017
Q1 | $23K | Hold |
696
| – | – | 0.01% | 351 |
|
|
2016
Q4 | $21K | Hold |
696
| – | – | 0.01% | 318 |
|
|
2016
Q3 | $21K | Hold |
696
| – | – | 0.01% | 323 |
|
|
2016
Q2 | $20K | Buy |
+696
| New | +$20K | 0.01% | 330 |
|
|
2014
Q3 | – | Sell |
-288
| Closed | -$7.57K | – | 765 |
|
|
2014
Q2 | $7.57K | Sell |
288
-484
| -63% | -$12.7K | 0.01% | 457 |
|
|
2014
Q1 | $19.3K | Buy |
+772
| New | +$19.3K | 0.02% | 330 |
|