Avitas Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $14.1M | Sell |
139,077
-876
| -0.6% | -$88.9K | 1.95% | 11 |
|
|
2024
Q3 | $13.4M | Buy |
139,953
+33
| +0% | +$3.16K | 1.88% | 10 |
|
|
2024
Q2 | $12.9M | Sell |
139,920
-565
| -0.4% | -$52.3K | 1.9% | 9 |
|
|
2024
Q1 | $11.9M | Sell |
140,485
-48,608
| -26% | -$4.1M | 1.8% | 10 |
|
|
2023
Q4 | $14.2M | Buy |
189,093
+673
| +0.4% | +$50.5K | 2.38% | 8 |
|
|
2023
Q3 | $12.9M | Sell |
188,420
-3,771
| -2% | -$258K | 2.45% | 8 |
|
|
2023
Q2 | $13.5M | Sell |
192,191
-1,923
| -1% | -$136K | 2.45% | 7 |
|
|
2023
Q1 | $12.4M | Sell |
194,114
-61,479
| -24% | -$3.93M | 2.43% | 7 |
|
|
2022
Q4 | $15M | Buy |
255,593
+37,809
| +17% | +$2.21M | 3.16% | 4 |
|
|
2022
Q3 | $12.6M | Buy |
+217,784
| New | +$12.6M | 2.89% | 5 |
|