Certuity’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 | $261K | Buy |
2,369
+1
| +0% | +$110 | 0.02% | 333 |
|
|
2025
Q1 | $220K | Sell |
2,368
-141
| -6% | -$13.1K | 0.02% | 353 |
|
|
2024
Q4 | $255K | Buy |
2,509
+1
| +0% | +$102 | 0.03% | 288 |
|
|
2024
Q3 | $240K | Hold |
2,508
| – | – | 0.03% | 302 |
|
|
2024
Q2 | $232K | Sell |
2,508
-9
| -0.4% | -$833 | 0.02% | 307 |
|
|
2024
Q1 | $212K | Buy |
+2,517
| New | +$212K | 0.02% | 298 |
|
|
2021
Q4 | – | Sell |
-4,582
| Closed | -$339K | – | 344 |
|
|
2021
Q3 | $339K | Sell |
4,582
-34
| -0.7% | -$2.52K | 0.07% | 239 |
|
|
2021
Q2 | $336K | Buy |
+4,616
| New | +$336K | 0.08% | 200 |
|
|
2020
Q1 | – | Sell |
-2,644
| Closed | -$128K | – | 168 |
|
|
2019
Q4 | $128K | Buy |
+2,644
| New | +$128K | 0.06% | 173 |
|