Bouvel Investment Partners’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 | $3.78M | Sell |
34,354
-3,830
| -10% | -$422K | 1.28% | 30 |
|
|
2025
Q1 | $3.66M | Buy |
38,184
+1,050
| +3% | +$101K | 1.38% | 27 |
|
|
2024
Q4 | $3.77M | Sell |
37,134
-1,050
| -3% | -$107K | 1.36% | 27 |
|
|
2024
Q3 | $3.66M | Sell |
38,184
-540
| -1% | -$51.7K | 1.38% | 27 |
|
|
2024
Q2 | $3.58M | Buy |
38,724
+223
| +0.6% | +$20.6K | 1.39% | 27 |
|
|
2024
Q1 | $3.25M | Sell |
38,501
-373
| -1% | -$31.5K | 1.4% | 28 |
|
|
2023
Q4 | $2.92M | Buy |
38,874
+219
| +0.6% | +$16.4K | 1.36% | 28 |
|
|
2023
Q3 | $2.64M | Buy |
38,655
+3,119
| +9% | +$213K | 1.43% | 25 |
|
|
2023
Q2 | $2.5M | Buy |
35,536
+545
| +2% | +$38.4K | 1.37% | 27 |
|
|
2023
Q1 | $2.24M | Buy |
34,991
+713
| +2% | +$45.6K | 1.31% | 32 |
|
|
2022
Q4 | $2.01M | Buy |
34,278
+397
| +1% | +$23.2K | 1.29% | 31 |
|
|
2022
Q3 | $1.96M | Buy |
33,881
+1,521
| +5% | +$88K | 1.31% | 32 |
|
|
2022
Q2 | $1.95M | Buy |
32,360
+212
| +0.7% | +$12.8K | 1.47% | 28 |
|
|
2022
Q1 | $2.46M | Buy |
32,148
+863
| +3% | +$65.9K | 1.5% | 24 |
|
|
2021
Q4 | $2.62M | Sell |
31,285
-1,442
| -4% | -$121K | 1.47% | 26 |
|
|
2021
Q3 | $2.42M | Buy |
32,727
+918
| +3% | +$67.9K | 1.37% | 33 |
|
|
2021
Q2 | $2.31M | Sell |
31,809
-15
| -0% | -$1.09K | 1.31% | 39 |
|
|
2021
Q1 | $2.07M | Sell |
31,824
-1,240
| -4% | -$80.7K | 1.33% | 40 |
|
|
2020
Q4 | $2.11M | Buy |
+33,064
| New | +$2.11M | 1.5% | 30 |
|