ARS Investment Partners’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 | $260K | Hold |
2,360
| – | – | 0.02% | 159 |
|
|
2025
Q1 | $240K | Hold |
2,360
| – | – | 0.02% | 150 |
|
|
2024
Q4 | $240K | Hold |
2,360
| – | – | 0.02% | 150 |
|
|
2024
Q3 | $226K | Hold |
2,360
| – | – | 0.02% | 149 |
|
|
2024
Q2 | $218K | Buy |
+2,360
| New | +$218K | 0.02% | 143 |
|
|
2022
Q2 | – | Sell |
-6,096
| Closed | -$466K | – | 161 |
|
|
2022
Q1 | $466K | Hold |
6,096
| – | – | 0.04% | 109 |
|
|
2021
Q4 | $510K | Hold |
6,096
| – | – | 0.05% | 106 |
|
|
2021
Q3 | $451K | Hold |
6,096
| – | – | 0.05% | 108 |
|
|
2021
Q2 | $443K | Hold |
6,096
| – | – | 0.05% | 103 |
|
|
2021
Q1 | $397K | Sell |
6,096
-605
| -9% | -$39.4K | 0.05% | 107 |
|
|
2020
Q4 | $428K | Buy |
6,701
+497
| +8% | +$31.7K | 0.05% | 88 |
|
|
2020
Q3 | $358K | Buy |
+6,204
| New | +$358K | 0.06% | 82 |
|