Baron 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Buy |
28,784
+27
| +0.1% | +$2.97K | 1.12% | 13 |
|
|
2025
Q1 | $2.67M | Sell |
28,757
-174
| -0.6% | -$16.2K | 1.17% | 11 |
|
|
2024
Q4 | $2.94M | Buy |
28,931
+36
| +0.1% | +$3.66K | 1.38% | 11 |
|
|
2024
Q3 | $2.77M | Sell |
28,895
-242
| -0.8% | -$23.2K | 1.33% | 10 |
|
|
2024
Q2 | $2.7M | Sell |
29,137
-122
| -0.4% | -$11.3K | 1.4% | 11 |
|
|
2024
Q1 | $2.47M | Sell |
29,259
-2,017
| -6% | -$170K | 1.31% | 11 |
|
|
2023
Q4 | $2.35M | Buy |
31,276
+173
| +0.6% | +$13K | 1.29% | 11 |
|
|
2023
Q3 | $2.13M | Hold |
31,103
| – | – | 1.36% | 11 |
|
|
2023
Q2 | $2.19M | Buy |
31,103
+64
| +0.2% | +$4.51K | 1.39% | 11 |
|
|
2023
Q1 | $1.98M | Sell |
31,039
-23,182
| -43% | -$1.48M | 1.4% | 11 |
|
|
2022
Q4 | $3.17M | Buy |
+54,221
| New | +$3.17M | 2.43% | 8 |
|