Atomi Financial Group’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 | $1.5M | Sell |
13,605
-7
| -0.1% | -$771 | 0.06% | 239 |
|
2025
Q1 | $1.26M | Buy |
13,612
+1,761
| +15% | +$163K | 0.06% | 242 |
|
2024
Q4 | $1.2M | Buy |
11,851
+5,058
| +74% | +$514K | 0.06% | 227 |
|
2024
Q3 | $650K | Sell |
6,793
-100
| -1% | -$9.58K | 0.04% | 360 |
|
2024
Q2 | $638K | Sell |
6,893
-856
| -11% | -$79.2K | 0.05% | 316 |
|
2024
Q1 | $654K | Buy |
+7,749
| New | +$654K | 0.06% | 263 |
|