Avestar 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 | $8.1M | Buy |
73,568
+2,199
| +3% | +$242K | 0.55% | 33 |
|
|
2025
Q1 | $6.63M | Sell |
71,369
-11,672
| -14% | -$1.08M | 0.58% | 28 |
|
|
2024
Q4 | $8.43M | Buy |
83,041
+626
| +0.8% | +$63.6K | 0.72% | 21 |
|
|
2024
Q3 | $7.89M | Sell |
82,415
-4,863
| -6% | -$466K | 0.81% | 22 |
|
|
2024
Q2 | $8.08M | Sell |
87,278
-3,975
| -4% | -$368K | 0.83% | 23 |
|
|
2024
Q1 | $7.71M | Buy |
+91,253
| New | +$7.71M | 0.81% | 24 |
|
|
2019
Q3 | – | Sell |
-380
| Closed | -$17K | – | 512 |
|
|
2019
Q2 | $17K | Hold |
380
| – | – | 0.01% | 417 |
|
|
2019
Q1 | $16K | Hold |
380
| – | – | 0.01% | 402 |
|
|
2018
Q4 | $14K | Hold |
380
| – | – | 0.01% | 387 |
|
|
2018
Q3 | $16K | Hold |
380
| – | – | 0.01% | 396 |
|
|
2018
Q2 | $15K | Hold |
380
| – | – | 0.01% | 396 |
|
|
2018
Q1 | $14K | Hold |
380
| – | – | 0.01% | 376 |
|
|
2017
Q4 | $14K | Buy |
+380
| New | +$14K | 0.01% | 389 |
|