Aspire Private Capital’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 | $2.17M | Sell |
19,724
-1,009
| -5% | -$111K | 0.5% | 47 |
|
2025
Q1 | $1.92M | Buy |
20,733
+3,480
| +20% | +$323K | 0.48% | 46 |
|
2024
Q4 | $1.75M | Sell |
17,253
-361
| -2% | -$36.7K | 0.43% | 50 |
|
2024
Q3 | $1.69M | Buy |
17,614
+180
| +1% | +$17.2K | 0.4% | 47 |
|
2024
Q2 | $1.61M | Buy |
17,434
+7,132
| +69% | +$660K | 0.42% | 43 |
|
2024
Q1 | $870K | Buy |
10,302
+5,725
| +125% | +$483K | 0.23% | 75 |
|
2023
Q4 | $344K | Buy |
4,577
+1,522
| +50% | +$114K | 0.1% | 114 |
|
2023
Q3 | $209K | Buy |
3,055
+2,816
| +1,178% | +$193K | 0.07% | 124 |
|
2023
Q2 | $16.8K | Buy |
+239
| New | +$16.8K | 0.01% | 317 |
|
2019
Q2 | – | Sell |
-836
| Closed | -$36K | – | 580 |
|
2019
Q1 | $36K | Sell |
836
-1,664
| -67% | -$71.7K | 0.02% | 246 |
|
2018
Q4 | $94K | Buy |
+2,500
| New | +$94K | 0.05% | 158 |
|