Capital Advisors Ltd’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
Q2 | $17M | Sell |
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|
2025
Q1 | $14.4M | Buy |
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|
2024
Q4 | $15.7M | Buy |
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|
2024
Q3 | $14.6M | Sell |
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|
2024
Q2 | $14.5M | Buy |
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|
2024
Q1 | $13.2M | Buy |
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|
2023
Q4 | $11.5M | Sell |
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|
2023
Q3 | $10.5M | Buy |
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|
2023
Q2 | $10.7M | Buy |
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|
2023
Q1 | $9.67M | Buy |
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|
2022
Q4 | $8.76M | Buy |
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|
2022
Q3 | $8.54M | Buy |
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|
2022
Q2 | $8.73M | Buy |
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|
2022
Q1 | $10.9M | Buy |
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|
2021
Q4 | $11.9M | Buy |
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|
2021
Q3 | $10.5M | Buy |
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|
2021
Q2 | $10.2M | Buy |
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|
2021
Q1 | $8.69M | Buy |
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|
2020
Q4 | $8.27M | Buy |
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|
2020
Q3 | $7.39M | Buy |
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|
2020
Q2 | $4.05M | Sell |
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|
2020
Q1 | $5.17M | Buy |
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|
2019
Q4 | $5.98M | Buy |
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|
2019
Q3 | $4.63M | Sell |
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|
2019
Q2 | $5.27M | Sell |
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|
2019
Q1 | $5.83M | Sell |
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|
2018
Q4 | $5.33M | Buy |
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|
2018
Q3 | $5.76M | Buy |
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|
2018
Q2 | $5.19M | Sell |
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|
2018
Q1 | $4.96M | Buy |
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|
2017
Q4 | $4.81M | Buy |
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|
2017
Q3 | $4.46M | Buy |
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|
2017
Q2 | $3.85M | Buy |
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|
2017
Q1 | $3.6M | Buy |
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|
2016
Q4 | $3.29M | Buy |
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|
2016
Q3 | $2.64M | Buy |
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|
2016
Q2 | $2.35M | Buy |
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|
2016
Q1 | $2.18M | Buy |
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|
2015
Q4 | $1.56M | Buy |
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|
2015
Q3 | $1.16M | Buy |
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|
2015
Q2 | $1.01M | Buy |
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|
2015
Q1 | $1.01M | Buy |
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|
2014
Q4 | $869K | Buy |
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|
2014
Q3 | $648K | Sell |
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|
2014
Q2 | $657K | Buy |
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|
2014
Q1 | $555K | Buy |
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|
2013
Q4 | $319K | Buy |
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