Caitlin John’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
Q1 | – | Sell |
-77
| Closed | -$7.82K | – | 456 |
|
|
2024
Q4 | $7.82K | Hold |
77
| – | – | 0.01% | 491 |
|
|
2024
Q3 | $7.78K | Hold |
77
| – | – | ﹤0.01% | 505 |
|
|
2024
Q2 | $7.13K | Hold |
77
| – | – | 0.01% | 499 |
|
|
2024
Q1 | $6.5K | Sell |
77
-375
| -83% | -$31.7K | ﹤0.01% | 508 |
|
|
2023
Q4 | $34K | Buy |
+452
| New | +$34K | 0.03% | 262 |
|