BBR Partners’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 | $1.55M | Hold |
14,102
| – | – | 0.1% | 82 |
|
|
2025
Q1 | $1.31M | Hold |
14,102
| – | – | 0.09% | 82 |
|
|
2024
Q4 | $1.43M | Hold |
14,102
| – | – | 0.1% | 77 |
|
|
2024
Q3 | $1.35M | Hold |
14,102
| – | – | 0.1% | 69 |
|
|
2024
Q2 | $1.3M | Hold |
14,102
| – | – | 0.11% | 66 |
|
|
2024
Q1 | $1.19M | Hold |
14,102
| – | – | 0.1% | 81 |
|
|
2023
Q4 | $1.06M | Buy |
14,102
+5,257
| +59% | +$395K | 0.11% | 68 |
|
|
2023
Q3 | $605K | Sell |
8,845
-68
| -0.8% | -$4.65K | 0.07% | 89 |
|
|
2023
Q2 | $628K | Buy |
+8,913
| New | +$628K | 0.07% | 87 |
|
|
2020
Q3 | – | Sell |
-31,808
| Closed | -$1.65M | – | 193 |
|
|
2020
Q2 | $1.65M | Sell |
31,808
-1,400
| -4% | -$72.6K | 0.21% | 47 |
|
|
2020
Q1 | $1.37M | Sell |
33,208
-2,828
| -8% | -$117K | 0.2% | 56 |
|
|
2019
Q4 | $1.75M | Buy |
36,036
+3,068
| +9% | +$149K | 0.19% | 63 |
|
|
2019
Q3 | $1.48M | Buy |
+32,968
| New | +$1.48M | 0.23% | 39 |
|
|
2017
Q1 | – | Sell |
-28,152
| Closed | -$857K | – | 79 |
|
|
2016
Q4 | $857K | Buy |
+28,152
| New | +$857K | 0.15% | 29 |
|
|
2015
Q4 | – | Sell |
-7,776
| Closed | -$210K | – | 74 |
|
|
2015
Q3 | $210K | Sell |
7,776
-3,596
| -32% | -$97.1K | 0.03% | 47 |
|
|
2015
Q2 | $324K | Buy |
+11,372
| New | +$324K | 0.04% | 52 |
|