Coppell Advisory Solutions’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 | $212K | Buy |
+1,935
| New | +$212K | 0.03% | 349 |
|
|
2025
Q1 | – | Sell |
-1,946
| Closed | -$199K | – | 1099 |
|
|
2024
Q4 | $199K | Sell |
1,946
-202
| -9% | -$20.7K | 0.03% | 274 |
|
|
2024
Q3 | $205K | Buy |
2,148
+320
| +18% | +$30.5K | 0.03% | 277 |
|
|
2024
Q2 | $169K | Buy |
+1,828
| New | +$169K | 0.03% | 288 |
|
|
2023
Q4 | $550K | Buy |
+7,328
| New | +$550K | 0.11% | 151 |
|
|
2023
Q3 | – | Sell |
-1,532
| Closed | -$107K | – | 1371 |
|
|
2023
Q2 | $107K | Buy |
+1,532
| New | +$107K | 0.03% | 259 |
|