Chilton Investment Company’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 | $1.14M | Buy |
+10,342
| New | +$1.14M | 0.03% | 105 |
|
2024
Q2 | – | Sell |
-4,513
| Closed | -$381K | – | 176 |
|
2024
Q1 | $381K | Buy |
+4,513
| New | +$381K | 0.01% | 150 |
|
2022
Q4 | – | Sell |
-3,869
| Closed | -$224K | – | 154 |
|
2022
Q3 | $224K | Buy |
+3,869
| New | +$224K | 0.01% | 150 |
|
2022
Q1 | – | Sell |
-41,567
| Closed | -$3.48M | – | 158 |
|
2021
Q4 | $3.48M | Hold |
41,567
| – | – | 0.07% | 62 |
|
2021
Q3 | $3.07M | Buy |
+41,567
| New | +$3.07M | 0.08% | 69 |
|