Beverly Hills Private Wealth’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 | $463K | Sell |
4,207
-450
| -10% | -$49.5K | 0.09% | 188 |
|
|
2025
Q1 | $432K | Sell |
4,657
-466
| -9% | -$43.3K | 0.09% | 195 |
|
|
2024
Q4 | $520K | Sell |
5,123
-1,192
| -19% | -$121K | 0.11% | 166 |
|
|
2024
Q3 | $605K | Sell |
6,315
-2,774
| -31% | -$266K | 0.12% | 162 |
|
|
2024
Q2 | $841K | Buy |
9,089
+2,789
| +44% | +$258K | 0.18% | 130 |
|
|
2024
Q1 | $532K | Buy |
6,300
+3,502
| +125% | +$296K | 0.12% | 179 |
|
|
2023
Q4 | $210K | Sell |
2,798
-270
| -9% | -$20.3K | 0.05% | 313 |
|
|
2023
Q3 | $210K | Sell |
3,068
-3,466
| -53% | -$237K | 0.06% | 273 |
|
|
2023
Q2 | $461K | Buy |
+6,534
| New | +$461K | 0.08% | 243 |
|