Center For Asset Management’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 | $382K | Hold |
3,727
| – | – | 0.24% | 83 |
|
|
2025
Q1 | $346K | Hold |
3,727
| – | – | 0.21% | 96 |
|
|
2024
Q4 | $378K | Buy |
3,727
+1
| +0% | +$102 | 0.24% | 80 |
|
|
2024
Q3 | $357K | Hold |
3,726
| – | – | 0.21% | 90 |
|
|
2024
Q2 | $345K | Buy |
3,726
+74
| +2% | +$6.85K | 0.23% | 93 |
|
|
2024
Q1 | $308K | Sell |
3,652
-86
| -2% | -$7.26K | 0.25% | 86 |
|
|
2023
Q4 | $281K | Sell |
3,738
-217
| -5% | -$16.3K | 0.26% | 86 |
|
|
2023
Q3 | $271K | Buy |
3,955
+206
| +5% | +$14.1K | 0.27% | 89 |
|
|
2023
Q2 | $264K | Hold |
3,749
| – | – | 0.25% | 87 |
|
|
2023
Q1 | $240K | Sell |
3,749
-25
| -0.7% | -$1.6K | 0.23% | 93 |
|
|
2022
Q4 | $221K | Sell |
3,774
-83
| -2% | -$4.86K | 0.21% | 104 |
|
|
2022
Q3 | $223K | Sell |
3,857
-48
| -1% | -$2.78K | 0.22% | 96 |
|
|
2022
Q2 | $236K | Hold |
3,905
| – | – | 0.22% | 95 |
|
|
2022
Q1 | $298K | Hold |
3,905
| – | – | 0.23% | 87 |
|
|
2021
Q4 | $327K | Buy |
3,905
+3
| +0.1% | +$251 | 0.24% | 81 |
|
|
2021
Q3 | $288K | Sell |
3,902
-30
| -0.8% | -$2.21K | 0.24% | 70 |
|
|
2021
Q2 | $286K | Sell |
3,932
-280
| -7% | -$20.4K | 0.25% | 73 |
|
|
2021
Q1 | $274K | Sell |
4,212
-1
| -0% | -$65 | 0.26% | 69 |
|
|
2020
Q4 | $269K | Buy |
+4,213
| New | +$269K | 0.27% | 62 |
|