Capital Management Associates Inc’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 | $256K | Sell |
2,322
-2,316
| -50% | -$255K | 0.08% | 101 |
|
|
2025
Q1 | $431K | Buy |
4,638
+2,322
| +100% | +$216K | 0.1% | 84 |
|
|
2024
Q4 | $235K | Buy |
2,316
+3
| +0.1% | +$305 | 0.09% | 93 |
|
|
2024
Q3 | $221K | Buy |
+2,313
| New | +$221K | 0.09% | 92 |
|
|
2024
Q2 | – | Hold |
0
| – | -$2.31K | – | 80 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 81 |
|