Bush Investment Group’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 | $3.6M | Sell |
32,655
-8,535
| -21% | -$940K | 2.41% | 11 |
|
|
2025
Q1 | $3.82M | Buy |
41,190
+539
| +1% | +$50K | 2.88% | 9 |
|
|
2024
Q4 | $4.13M | Buy |
40,651
+1,414
| +4% | +$144K | 3.22% | 6 |
|
|
2024
Q3 | $3.76M | Buy |
39,237
+1,239
| +3% | +$119K | 3% | 7 |
|
|
2024
Q2 | $3.52M | Buy |
37,998
+14,665
| +63% | +$1.36M | 3.02% | 7 |
|
|
2024
Q1 | $1.97M | Buy |
+23,333
| New | +$1.97M | 1.74% | 10 |
|