Clear Harbor 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 | – | Sell |
-592
| Closed | -$55K | – | 413 |
|
|
2025
Q1 | $55K | Hold |
592
| – | – | ﹤0.01% | 391 |
|
|
2024
Q4 | $60.1K | Buy |
+592
| New | +$60.1K | ﹤0.01% | 368 |
|
|
2020
Q4 | – | Sell |
-260
| Closed | -$15K | – | 511 |
|
|
2020
Q3 | $15K | Buy |
+260
| New | +$15K | ﹤0.01% | 533 |
|
|
2020
Q1 | – | Sell |
-260
| Closed | -$12.6K | – | 464 |
|
|
2019
Q4 | $12.6K | Buy |
+260
| New | +$12.6K | ﹤0.01% | 576 |
|