Bowman & Company’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 | $1.9M | Sell |
17,273
-967
| -5% | -$106K | 0.85% | 30 |
|
|
2025
Q1 | $1.69M | Sell |
18,240
-12
| -0.1% | -$1.11K | 0.83% | 35 |
|
|
2024
Q4 | $1.85M | Sell |
18,252
-1,771
| -9% | -$180K | 0.96% | 28 |
|
|
2024
Q3 | $1.92M | Sell |
20,023
-105
| -0.5% | -$10.1K | 1.01% | 25 |
|
|
2024
Q2 | $1.86M | Buy |
20,128
+157
| +0.8% | +$14.5K | 1.08% | 23 |
|
|
2024
Q1 | $1.69M | Sell |
19,971
-3,408
| -15% | -$288K | 1.02% | 22 |
|
|
2023
Q4 | $1.76M | Hold |
23,379
| – | – | 1.22% | 18 |
|
|
2023
Q3 | $1.6M | Hold |
23,379
| – | – | 1.27% | 18 |
|
|
2023
Q2 | $1.65M | Sell |
23,379
-3,900
| -14% | -$275K | 1.25% | 19 |
|
|
2023
Q1 | $1.74M | Hold |
27,279
| – | – | 1.28% | 18 |
|
|
2022
Q4 | $1.6M | Hold |
27,279
| – | – | 1.24% | 16 |
|
|
2022
Q3 | $1.58M | Hold |
27,279
| – | – | 1.43% | 13 |
|
|
2022
Q2 | $1.65M | Hold |
27,279
| – | – | 1.44% | 13 |
|
|
2022
Q1 | $2.08M | Sell |
27,279
-8,653
| -24% | -$661K | 1.6% | 10 |
|
|
2021
Q4 | $3.01M | Buy |
+35,932
| New | +$3.01M | 2.32% | 7 |
|