BIP 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 | $1.02M | Buy |
9,246
+3,515
| +61% | +$387K | 0.06% | 99 |
|
|
2025
Q1 | $532K | Hold |
5,731
| – | – | 0.03% | 144 |
|
|
2024
Q4 | $582K | Buy |
5,731
+2,006
| +54% | +$204K | 0.04% | 135 |
|
|
2024
Q3 | $357K | Sell |
3,725
-208
| -5% | -$19.9K | 0.02% | 165 |
|
|
2024
Q2 | $364K | Sell |
3,933
-117
| -3% | -$10.8K | 0.03% | 133 |
|
|
2024
Q1 | $342K | Buy |
4,050
+1
| +0% | +$84 | 0.03% | 148 |
|
|
2023
Q4 | $304K | Sell |
4,049
-595
| -13% | -$44.7K | 0.02% | 151 |
|
|
2023
Q3 | $318K | Buy |
+4,644
| New | +$318K | 0.03% | 134 |
|