Copperleaf Capital’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 | $5.69M | Buy |
51,678
+487
| +1% | +$53.6K | 2.88% | 7 |
|
|
2025
Q1 | $4.75M | Buy |
51,191
+1,238
| +2% | +$115K | 2.84% | 6 |
|
|
2024
Q4 | $5.07M | Buy |
49,953
+16,002
| +47% | +$1.62M | 3.21% | 4 |
|
|
2024
Q3 | $3.25M | Buy |
33,951
+861
| +3% | +$82.4K | 2.49% | 8 |
|
|
2024
Q2 | $3.06M | Buy |
33,090
+30,480
| +1,168% | +$2.82M | 2.45% | 8 |
|
|
2024
Q1 | $220K | Sell |
2,610
-9,819
| -79% | -$829K | 0.19% | 81 |
|
|
2023
Q4 | $933K | Buy |
12,429
+664
| +6% | +$49.9K | 0.95% | 35 |
|
|
2023
Q3 | $805K | Buy |
+11,765
| New | +$805K | 0.87% | 38 |
|