Benjamin Edwards Inc’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 | $3.42M | Buy |
31,032
+22,242
| +253% | +$2.45M | 0.04% | 348 |
|
|
2025
Q1 | $816K | Sell |
8,790
-399
| -4% | -$37K | 0.01% | 641 |
|
|
2024
Q4 | $933K | Buy |
9,189
+13
| +0.1% | +$1.32K | 0.01% | 630 |
|
|
2024
Q3 | $879K | Buy |
+9,176
| New | +$879K | 0.01% | 630 |
|
|
2022
Q3 | – | Sell |
-266
| Closed | -$16K | – | 727 |
|
|
2022
Q2 | $16K | Sell |
266
-38
| -13% | -$2.29K | ﹤0.01% | 540 |
|
|
2022
Q1 | $23K | Buy |
304
+81
| +36% | +$6.13K | 0.01% | 539 |
|
|
2021
Q4 | $19K | Buy |
+223
| New | +$19K | 0.01% | 528 |
|
|
2020
Q3 | – | Sell |
-952
| Closed | -$49K | – | 376 |
|
|
2020
Q2 | $49K | Sell |
952
-16,620
| -95% | -$855K | 0.04% | 202 |
|
|
2020
Q1 | $725K | Sell |
17,572
-28
| -0.2% | -$1.16K | 0.75% | 38 |
|
|
2019
Q4 | $852K | Sell |
17,600
-5,840
| -25% | -$283K | 1.74% | 11 |
|
|
2019
Q3 | $1.06M | Buy |
23,440
+464
| +2% | +$20.9K | 2.28% | 7 |
|
|
2019
Q2 | $1.03M | Sell |
22,976
-916
| -4% | -$41.1K | 2.49% | 5 |
|
|
2019
Q1 | $1.03M | Buy |
+23,892
| New | +$1.03M | 4.93% | 2 |
|