Beese Fulmer 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 | $12.9M | Buy |
116,833
+114,128
| +4,219% | +$12.6M | 0.96% | 36 |
|
|
2025
Q1 | $251K | Buy |
2,705
+573
| +27% | +$53.2K | 0.02% | 213 |
|
|
2024
Q4 | $216K | Hold |
2,132
| – | – | 0.02% | 214 |
|
|
2024
Q3 | $204K | Buy |
+2,132
| New | +$204K | 0.02% | 223 |
|
|
2021
Q2 | – | Sell |
-3,121
| Closed | -$203K | – | 236 |
|
|
2021
Q1 | $203K | Buy |
+3,121
| New | +$203K | 0.02% | 216 |
|
|
2020
Q3 | – | Sell |
-1,672
| Closed | -$87K | – | 369 |
|
|
2020
Q2 | $87K | Buy |
+1,672
| New | +$87K | 0.01% | 255 |
|