Azimuth Capital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Buy |
8,302
+300
| +4% | +$33K | 0.03% | 213 |
|
|
2025
Q1 | $743K | Buy |
8,002
+138
| +2% | +$12.8K | 0.03% | 222 |
|
|
2024
Q4 | $798K | Buy |
7,864
+15
| +0.2% | +$1.52K | 0.03% | 220 |
|
|
2024
Q3 | $752K | Buy |
7,849
+55
| +0.7% | +$5.27K | 0.03% | 223 |
|
|
2024
Q2 | $721K | Sell |
7,794
-128
| -2% | -$11.8K | 0.03% | 223 |
|
|
2024
Q1 | $669K | Sell |
7,922
-243
| -3% | -$20.5K | 0.03% | 225 |
|
|
2023
Q4 | $613K | Sell |
8,165
-215
| -3% | -$16.1K | 0.03% | 228 |
|
|
2023
Q3 | $573K | Buy |
8,380
+75
| +0.9% | +$5.13K | 0.03% | 235 |
|
|
2023
Q2 | $585K | Sell |
8,305
-2,490
| -23% | -$175K | 0.03% | 235 |
|
|
2023
Q1 | $690K | Sell |
10,795
-139,449
| -93% | -$8.91M | 0.03% | 230 |
|
|
2022
Q4 | $8.79M | Buy |
150,244
+139,453
| +1,292% | +$8.16M | 0.45% | 70 |
|
|
2022
Q3 | $624K | Buy |
10,791
+18
| +0.2% | +$1.04K | 0.03% | 229 |
|
|
2022
Q2 | $650K | Buy |
+10,773
| New | +$650K | 0.03% | 239 |
|