Bare Financial Services’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 | $863K | Hold |
7,839
| – | – | 0.29% | 26 |
|
|
2025
Q1 | $728K | Hold |
7,839
| – | – | 0.28% | 27 |
|
|
2024
Q4 | $796K | Sell |
7,839
-341
| -4% | -$34.6K | 0.32% | 26 |
|
|
2024
Q3 | $783K | Sell |
8,180
-532
| -6% | -$50.9K | 0.32% | 27 |
|
|
2024
Q2 | $795K | Sell |
8,712
-430
| -5% | -$39.3K | 0.42% | 26 |
|
|
2024
Q1 | $743K | Buy |
9,142
+4,990
| +120% | +$405K | 0.71% | 24 |
|
|
2023
Q4 | $312K | Buy |
+4,152
| New | +$312K | 0.63% | 21 |
|