Chapin Davis’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 | $1.5M | Sell |
13,655
-135
| -1% | -$14.9K | 0.42% | 57 |
|
|
2025
Q1 | $1.28M | Sell |
13,790
-269
| -2% | -$25K | 0.44% | 53 |
|
|
2024
Q4 | $1.35M | Hold |
14,059
| – | – | 0.44% | 52 |
|
|
2024
Q3 | $1.35M | Buy |
14,059
+2
| +0% | +$192 | 0.44% | 53 |
|
|
2024
Q2 | $1.3M | Sell |
14,057
-102
| -0.7% | -$9.44K | 0.44% | 52 |
|
|
2024
Q1 | $1.2M | Buy |
14,159
+4
| +0% | +$338 | 0.44% | 53 |
|
|
2023
Q4 | $1.06M | Sell |
14,155
-3,672
| -21% | -$276K | 0.45% | 54 |
|
|
2023
Q3 | $1.22M | Buy |
17,827
+87
| +0.5% | +$5.95K | 0.58% | 47 |
|
|
2023
Q2 | $1.25M | Buy |
17,740
+178
| +1% | +$12.5K | 0.59% | 44 |
|
|
2023
Q1 | $1.12M | Buy |
17,562
+1,610
| +10% | +$103K | 0.58% | 43 |
|
|
2022
Q4 | $933K | Buy |
+15,952
| New | +$933K | 0.54% | 50 |
|