Canopy Partners’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 | $1.34M | Buy |
12,170
+656
| +6% | +$72.2K | 0.49% | 44 |
|
|
2025
Q1 | $1.07M | Buy |
11,514
+699
| +6% | +$64.9K | 0.42% | 54 |
|
|
2024
Q4 | $1.1M | Sell |
10,815
-968
| -8% | -$98.3K | 0.42% | 50 |
|
|
2024
Q3 | $1.13M | Sell |
11,783
-186
| -2% | -$17.8K | 0.49% | 40 |
|
|
2024
Q2 | $1.11M | Hold |
11,969
| – | – | 0.51% | 36 |
|
|
2024
Q1 | $1.01M | Hold |
11,969
| – | – | 0.49% | 42 |
|
|
2023
Q4 | $899K | Buy |
+11,969
| New | +$899K | 0.55% | 42 |
|