Capital Advantage’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 | $1.29M | Sell |
11,693
-34,492
| -75% | -$3.8M | 0.2% | 51 |
|
|
2025
Q1 | $4.69M | Hold |
46,185
| – | – | 0.85% | 25 |
|
|
2024
Q4 | $4.69M | Buy |
46,185
+3,302
| +8% | +$335K | 0.85% | 25 |
|
|
2024
Q3 | $4.11M | Buy |
42,883
+11,702
| +38% | +$1.12M | 0.79% | 26 |
|
|
2024
Q2 | $2.99M | Buy |
31,181
+6,992
| +29% | +$671K | 0.61% | 28 |
|
|
2024
Q1 | $2.05M | Buy |
+24,189
| New | +$2.05M | 0.42% | 31 |
|