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