AIM
Avity Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Hold |
2,695
| – | – | 0.02% | 93 |
|
|
2025
Q1 | $250K | Hold |
2,695
| – | – | 0.02% | 94 |
|
|
2024
Q4 | $274K | Hold |
2,695
| – | – | 0.02% | 93 |
|
|
2024
Q3 | $258K | Hold |
2,695
| – | – | 0.02% | 97 |
|
|
2024
Q2 | $249K | Hold |
2,695
| – | – | 0.02% | 97 |
|
|
2024
Q1 | $228K | Hold |
2,695
| – | – | 0.02% | 102 |
|
|
2023
Q4 | $202K | Buy |
+2,695
| New | +$202K | 0.02% | 105 |
|
|
2022
Q2 | – | Sell |
-2,695
| Closed | -$206K | – | 90 |
|
|
2022
Q1 | $206K | Hold |
2,695
| – | – | 0.02% | 88 |
|
|
2021
Q4 | $225K | Buy |
+2,695
| New | +$225K | 0.02% | 87 |
|