Clarity Capital Advisors’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 | $367K | Hold |
3,330
| – | – | 0.21% | 65 |
|
|
2025
Q1 | $309K | Sell |
3,330
-135
| -4% | -$12.5K | 0.2% | 68 |
|
|
2024
Q4 | $352K | Hold |
3,465
| – | – | 0.24% | 58 |
|
|
2024
Q3 | $332K | Sell |
3,465
-417
| -11% | -$39.9K | 0.24% | 61 |
|
|
2024
Q2 | $359K | Buy |
3,882
+3
| +0.1% | +$278 | 0.28% | 58 |
|
|
2024
Q1 | $328K | Buy |
3,879
+4
| +0.1% | +$338 | 0.26% | 60 |
|
|
2023
Q4 | $291K | Buy |
+3,875
| New | +$291K | 0.25% | 62 |
|