Brown, Lisle/Cummings’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 | $50.6K | Hold |
460
| – | – | 0.01% | 335 |
|
|
2025
Q1 | $42.7K | Hold |
460
| – | – | 0.01% | 347 |
|
|
2024
Q4 | $46.7K | Hold |
460
| – | – | 0.01% | 340 |
|
|
2024
Q3 | $44K | Hold |
460
| – | – | 0.01% | 328 |
|
|
2024
Q2 | $42.6K | Hold |
460
| – | – | 0.01% | 324 |
|
|
2024
Q1 | $38.8K | Hold |
460
| – | – | 0.01% | 315 |
|
|
2023
Q4 | $34.5K | Hold |
460
| – | – | 0.01% | 320 |
|
|
2023
Q3 | $31.5K | Hold |
460
| – | – | 0.01% | 301 |
|
|
2023
Q2 | $32.4K | Hold |
460
| – | – | 0.01% | 300 |
|
|
2023
Q1 | $29.4K | Hold |
460
| – | – | 0.01% | 303 |
|
|
2022
Q4 | $26.9K | Hold |
460
| – | – | 0.01% | 308 |
|
|
2022
Q3 | $26.6K | Hold |
460
| – | – | 0.02% | 300 |
|
|
2022
Q2 | $27.8K | Hold |
460
| – | – | 0.02% | 299 |
|
|
2022
Q1 | $35.1K | Hold |
460
| – | – | 0.02% | 294 |
|
|
2021
Q4 | $38.5K | Buy |
+460
| New | +$38.5K | 0.02% | 288 |
|