Arvest Investments’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 | – | Sell |
-12,864
| Closed | -$1.19M | – | 179 |
|
2025
Q1 | $1.19M | Sell |
12,864
-49,820
| -79% | -$4.63M | 0.19% | 111 |
|
2024
Q4 | $6.36M | Sell |
62,684
-4,587
| -7% | -$466K | 1.02% | 26 |
|
2024
Q3 | $6.44M | Buy |
67,271
+710
| +1% | +$68K | 0.97% | 28 |
|
2024
Q2 | $6.16M | Sell |
66,561
-539
| -0.8% | -$49.9K | 0.99% | 26 |
|
2024
Q1 | $5.67M | Sell |
67,100
-1,088
| -2% | -$91.9K | 0.9% | 28 |
|
2023
Q4 | $5.12M | Buy |
+68,188
| New | +$5.12M | 0.83% | 29 |
|