Cape Investment Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $598K | Buy |
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|
2025
Q2 | $489K | Sell |
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|
2025
Q1 | $450K | Buy |
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|
2024
Q4 | $463K | Sell |
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|
2024
Q3 | $466K | Buy |
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|
2024
Q2 | $230K | Buy |
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|
2024
Q1 | $117K | Buy |
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|
2023
Q4 | $65.6K | Sell |
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|
2023
Q3 | $86.2K | Buy |
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|
2023
Q2 | $32.4K | Hold |
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|
2023
Q1 | $29.4K | Buy |
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