Clayton Financial Group’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 | $680K | Sell |
6,172
-6,323
| -51% | -$696K | 0.81% | 15 |
|
|
2025
Q1 | $1.16M | Hold |
12,495
| – | – | 0.43% | 40 |
|
|
2024
Q4 | $1.27M | Buy |
12,495
+1
| +0% | +$102 | 0.46% | 39 |
|
|
2024
Q3 | $1.2M | Sell |
12,494
-22
| -0.2% | -$2.11K | 0.45% | 39 |
|
|
2024
Q2 | $1.06M | Hold |
12,516
| – | – | 0.46% | 37 |
|
|
2024
Q1 | $1.06M | Buy |
12,516
+832
| +7% | +$70.3K | 0.48% | 35 |
|
|
2023
Q4 | $877K | Buy |
+11,684
| New | +$877K | 0.55% | 31 |
|