Aveo Capital 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 | – | Sell |
-5,293
| Closed | -$511K | – | 82 |
|
|
2025
Q1 | $511K | Sell |
5,293
-5,312
| -50% | -$513K | 0.09% | 109 |
|
|
2024
Q4 | $1.08M | Sell |
10,605
-363
| -3% | -$36.9K | 0.12% | 129 |
|
|
2024
Q3 | $1.05M | Sell |
10,968
-319
| -3% | -$30.5K | 0.11% | 131 |
|
|
2024
Q2 | $1.04M | Buy |
11,287
+2,074
| +23% | +$192K | 0.12% | 125 |
|
|
2024
Q1 | $768K | Buy |
9,213
+2,611
| +40% | +$218K | 0.08% | 168 |
|
|
2023
Q4 | $496K | Buy |
6,602
+779
| +13% | +$58.5K | 0.06% | 205 |
|
|
2023
Q3 | $398K | Buy |
5,823
+1,542
| +36% | +$106K | 0.05% | 227 |
|
|
2023
Q2 | $302K | Buy |
+4,281
| New | +$302K | 0.04% | 271 |
|
|
2018
Q2 | – | Sell |
-6,976
| Closed | -$270K | – | 148 |
|
|
2018
Q1 | $270K | Buy |
+6,976
| New | +$270K | 0.11% | 113 |
|
|
2017
Q1 | – | Sell |
-18,988
| Closed | -$578K | – | 174 |
|
|
2016
Q4 | $578K | Buy |
+18,988
| New | +$578K | 0.16% | 90 |
|