Conservest 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 | $616K | Hold |
5,594
| – | – | 0.06% | 66 |
|
|
2025
Q1 | $519K | Sell |
5,594
-426
| -7% | -$39.5K | 0.05% | 66 |
|
|
2024
Q4 | $611K | Hold |
6,020
| – | – | 0.06% | 64 |
|
|
2024
Q3 | $508K | Hold |
6,020
| – | – | 0.05% | 64 |
|
|
2024
Q2 | $508K | Hold |
6,020
| – | – | 0.05% | 64 |
|
|
2024
Q1 | $508K | Sell |
6,020
-47
| -0.8% | -$3.97K | 0.05% | 64 |
|
|
2023
Q4 | $456K | Buy |
6,067
+1,012
| +20% | +$76K | 0.05% | 71 |
|
|
2023
Q3 | $346K | Hold |
5,055
| – | – | 0.04% | 73 |
|
|
2023
Q2 | $356K | Hold |
5,055
| – | – | 0.04% | 72 |
|
|
2023
Q1 | $323K | Buy |
+5,055
| New | +$323K | 0.04% | 73 |
|