Capital Performance Advisors’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 | $2.48M | Sell |
22,534
-1,095
| -5% | -$121K | 0.49% | 34 |
|
|
2025
Q1 | $2.19M | Buy |
23,629
+1,095
| +5% | +$102K | 0.48% | 36 |
|
|
2024
Q4 | $2.29M | Hold |
22,534
| – | – | 0.73% | 23 |
|
|
2024
Q3 | $2.16M | Sell |
22,534
-519
| -2% | -$49.7K | 0.66% | 21 |
|
|
2024
Q2 | $2.13M | Buy |
23,053
+20
| +0.1% | +$1.85K | 0.81% | 20 |
|
|
2024
Q1 | $1.94M | Buy |
+23,033
| New | +$1.94M | 0.74% | 22 |
|