Callan Family Office’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 | $19.6M | Buy |
178,398
+834
| +0.5% | +$91.8K | 0.62% | 25 |
|
|
2025
Q1 | $16.5M | Buy |
177,564
+4,997
| +3% | +$464K | 1.24% | 14 |
|
|
2024
Q4 | $17.5M | Buy |
172,567
+10,758
| +7% | +$1.09M | 1.11% | 14 |
|
|
2024
Q3 | $15.5M | Buy |
161,809
+2,468
| +2% | +$236K | 2.6% | 8 |
|
|
2024
Q2 | $14.7M | Sell |
159,341
-2,920
| -2% | -$270K | 2.83% | 8 |
|
|
2024
Q1 | $13.7M | Buy |
162,261
+1,563
| +1% | +$132K | 3.21% | 8 |
|
|
2023
Q4 | $12.1M | Buy |
160,698
+19,667
| +14% | +$1.48M | 2.98% | 9 |
|
|
2023
Q3 | $9.65M | Buy |
141,031
+8,297
| +6% | +$568K | 2.57% | 10 |
|
|
2023
Q2 | $9.36M | Sell |
132,734
-7,230
| -5% | -$510K | 2.47% | 10 |
|
|
2023
Q1 | $8.94M | Buy |
139,964
+6,232
| +5% | +$398K | 2.17% | 10 |
|
|
2022
Q4 | $7.82M | Buy |
+133,732
| New | +$7.82M | 2.52% | 11 |
|