Caprock Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Caprock Group’s Portfolio IVW Stock Details IVW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$782K	Buy
2025 Q1	$635K	Buy
2024 Q4	$669K	Buy
2022 Q2	–	Sell
2022 Q1	$270K	Hold
2021 Q4	$296K	Hold
2021 Q3	$261K	Hold
2021 Q2	$257K	Buy
2021 Q1	$207K	Hold
2020 Q4	$203K	Buy