Charles Schwab
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Charles Schwab’s iShares S&P 500 Growth ETF IVW Stock Holding History

Charles Schwab’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$30.5M Sell
2025
Q2 		$34.7M Sell
2025
Q1 		$38.7M Sell
2024
Q4 		$44.9M Sell
2024
Q3 		$53.6M Sell
2024
Q2 		$55.9M Sell
2024
Q1 		$53.8M Sell
2023
Q4 		$50.9M Sell
2023
Q3 		$50.4M Buy