Chilton Capital 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 | $63.4K | Hold |
576
| – | – | ﹤0.01% | 308 |
|
2025
Q1 | $53.5K | Hold |
576
| – | – | ﹤0.01% | 309 |
|
2024
Q4 | $58.5K | Sell |
576
-28
| -5% | -$2.84K | ﹤0.01% | 310 |
|
2024
Q3 | $57.8K | Buy |
604
+28
| +5% | +$2.68K | ﹤0.01% | 335 |
|
2024
Q2 | $53.3K | Sell |
576
-125
| -18% | -$11.6K | ﹤0.01% | 349 |
|
2024
Q1 | $59.2K | Sell |
701
-335
| -32% | -$28.3K | ﹤0.01% | 331 |
|
2023
Q4 | $77.8K | Buy |
1,036
+460
| +80% | +$34.5K | ﹤0.01% | 310 |
|
2023
Q3 | $39.4K | Hold |
576
| – | – | ﹤0.01% | 333 |
|
2023
Q2 | $40.6K | Hold |
576
| – | – | ﹤0.01% | 347 |
|
2023
Q1 | $36.8K | Buy |
+576
| New | +$36.8K | ﹤0.01% | 360 |
|
2022
Q3 | – | Sell |
-576
| Closed | -$35K | – | 409 |
|
2022
Q2 | $35K | Buy |
+576
| New | +$35K | ﹤0.01% | 349 |
|
2022
Q1 | – | Sell |
-576
| Closed | -$48K | – | 404 |
|
2021
Q4 | $48K | Buy |
+576
| New | +$48K | ﹤0.01% | 338 |
|