Capital Investment Advisors’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 | $948K | Hold |
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|
2025
Q2 | $865K | Buy |
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|
2025
Q1 | $595K | Sell |
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|
2024
Q4 | $658K | Sell |
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|
2024
Q3 | $623K | Sell |
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|
2024
Q2 | $758K | Buy |
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|
2024
Q1 | $624K | Sell |
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|
2023
Q4 | $562K | Buy |
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|
2023
Q3 | $461K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $523K | Buy |
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|
2022
Q4 | $473K | Sell |
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|
2022
Q3 | $650K | Buy |
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|
2022
Q2 | $673K | Sell |
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|
2022
Q1 | $966K | Buy |
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|
2021
Q4 | $926K | Buy |
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|
2021
Q3 | $763K | Buy |
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|
2021
Q2 | $716K | Sell |
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|
2021
Q1 | $653K | Sell |
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|
2020
Q4 | $693K | Buy |
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|
2020
Q3 | $623K | Buy |
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|
2020
Q2 | $540K | Sell |
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|
2020
Q1 | $438K | Buy |
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|
2019
Q4 | $513K | Buy |
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|
2019
Q3 | $460K | Sell |
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|
2019
Q2 | $474K | Buy |
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|
2019
Q1 | $422K | Buy |
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|
2018
Q4 | $337K | Buy |
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|
2018
Q3 | $267K | Sell |
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|
2018
Q2 | $267K | Buy |
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|
2018
Q1 | $234K | Sell |
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|
2017
Q4 | $250K | Buy |
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|
2017
Q3 | $233K | Hold |
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|
2017
Q2 | $222K | Buy |
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