Clarity Asset 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 | $1.54M | Sell |
14,018
-29
| -0.2% | -$3.19K | 0.92% | 16 |
|
|
2025
Q1 | $1.3M | Sell |
14,047
-983
| -7% | -$91.3K | 0.84% | 17 |
|
|
2024
Q4 | $1.53M | Sell |
15,030
-366
| -2% | -$37.2K | 0.99% | 15 |
|
|
2024
Q3 | $1.47M | Sell |
15,396
-501
| -3% | -$48K | 1.02% | 14 |
|
|
2024
Q2 | $1.47M | Buy |
15,897
+1,184
| +8% | +$110K | 1.04% | 15 |
|
|
2024
Q1 | $1.24M | Buy |
14,713
+7,485
| +104% | +$632K | 0.86% | 16 |
|
|
2023
Q4 | $543K | Buy |
+7,228
| New | +$543K | 0.43% | 18 |
|