Client 1st Advisory 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 | $3.53M | Buy |
32,060
+1,753
| +6% | +$193K | 1.28% | 16 |
|
|
2025
Q1 | $2.81M | Buy |
30,307
+2,368
| +8% | +$220K | 1.09% | 18 |
|
|
2024
Q4 | $2.84M | Buy |
27,939
+6,705
| +32% | +$681K | 1.09% | 19 |
|
|
2024
Q3 | $2.03M | Buy |
21,234
+6,785
| +47% | +$650K | 0.81% | 19 |
|
|
2024
Q2 | $1.34M | Buy |
14,449
+9,933
| +220% | +$919K | 0.58% | 29 |
|
|
2024
Q1 | $381K | Buy |
4,516
+1,194
| +36% | +$101K | 0.17% | 70 |
|
|
2023
Q4 | $249K | Sell |
3,322
-218
| -6% | -$16.4K | 0.12% | 94 |
|
|
2023
Q3 | $242K | Buy |
+3,540
| New | +$242K | 0.13% | 88 |
|