Aviance 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 | $444K | Hold |
4,031
| – | – | 0.06% | 242 |
|
|
2025
Q1 | $374K | Hold |
4,031
| – | – | 0.05% | 247 |
|
|
2024
Q4 | $409K | Hold |
4,031
| – | – | 0.06% | 229 |
|
|
2024
Q3 | $386K | Buy |
4,031
+1,250
| +45% | +$120K | 0.05% | 245 |
|
|
2024
Q2 | $257K | Hold |
2,781
| – | – | 0.04% | 282 |
|
|
2024
Q1 | $235K | Buy |
+2,781
| New | +$235K | 0.03% | 284 |
|
|
2023
Q3 | – | Sell |
-2,883
| Closed | -$203K | – | 262 |
|
|
2023
Q2 | $203K | Buy |
+2,883
| New | +$203K | 0.04% | 249 |
|