Capital Square’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 | $2.6M | Buy |
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|
2025
Q2 | $1.9M | Sell |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.79M | Buy |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $930K | Sell |
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|
2022
Q4 | $890K | Hold |
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|
2022
Q3 | $880K | Buy |
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|
2022
Q2 | $899K | Buy |
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|
2022
Q1 | $1.09M | Hold |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.1M | Hold |
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|
2021
Q2 | $1.1M | Hold |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $966K | Hold |
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|
2020
Q3 | $874K | Hold |
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|
2020
Q2 | $785K | Hold |
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|
2020
Q1 | $625K | Sell |
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|
2019
Q4 | $760K | Buy |
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