Commonwealth Retirement Investments’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 | $3.25M | Sell |
29,527
-2,741
| -8% | -$302K | 1.24% | 22 |
|
|
2025
Q1 | $3M | Buy |
32,268
+697
| +2% | +$64.7K | 1.22% | 23 |
|
|
2024
Q4 | $3.21M | Buy |
31,571
+467
| +2% | +$47.4K | 1.32% | 21 |
|
|
2024
Q3 | $2.98M | Buy |
31,104
+916
| +3% | +$87.7K | 1.25% | 22 |
|
|
2024
Q2 | $2.79M | Buy |
30,188
+11,895
| +65% | +$1.1M | 1.28% | 22 |
|
|
2024
Q1 | $1.54M | Buy |
18,293
+11,476
| +168% | +$969K | 0.74% | 42 |
|
|
2023
Q4 | $512K | Buy |
6,817
+111
| +2% | +$8.34K | 0.27% | 66 |
|
|
2023
Q3 | $459K | Buy |
+6,706
| New | +$459K | 0.26% | 60 |
|