Cape Ann Savings Bank’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 | $273K | Hold |
2,476
| – | – | 0.16% | 81 |
|
|
2025
Q1 | $230K | Buy |
2,476
+100
| +4% | +$9.28K | 0.14% | 88 |
|
|
2024
Q4 | $241K | Hold |
2,376
| – | – | 0.14% | 77 |
|
|
2024
Q3 | $228K | Hold |
2,376
| – | – | 0.13% | 84 |
|
|
2024
Q2 | $220K | Hold |
2,376
| – | – | 0.14% | 84 |
|
|
2024
Q1 | $201K | Buy |
+2,376
| New | +$201K | 0.13% | 84 |
|