Becker Capital 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 | $2.05M | Hold |
18,640
| – | – | 0.06% | 136 |
|
2025
Q1 | $1.73M | Buy |
18,640
+16,316
| +702% | +$1.51M | 0.06% | 141 |
|
2024
Q4 | $236K | Sell |
2,324
-350
| -13% | -$35.5K | 0.01% | 254 |
|
2024
Q3 | $256K | Hold |
2,674
| – | – | 0.01% | 254 |
|
2024
Q2 | $247K | Hold |
2,674
| – | – | 0.01% | 246 |
|
2024
Q1 | $226K | Sell |
2,674
-65
| -2% | -$5.49K | 0.01% | 253 |
|
2023
Q4 | $206K | Sell |
2,739
-469
| -15% | -$35.2K | 0.01% | 258 |
|
2023
Q3 | $220K | Hold |
3,208
| – | – | 0.01% | 251 |
|
2023
Q2 | $226K | Hold |
3,208
| – | – | 0.01% | 262 |
|
2023
Q1 | $205K | Buy |
+3,208
| New | +$205K | 0.01% | 251 |
|