CRA Financial Services’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 | $934K | Buy |
8,485
+904
| +12% | +$99.5K | 0.14% | 115 |
|
|
2025
Q1 | $704K | Buy |
7,581
+4,090
| +117% | +$380K | 0.12% | 128 |
|
|
2024
Q4 | $354K | Buy |
3,491
+75
| +2% | +$7.62K | 0.06% | 179 |
|
|
2024
Q3 | $327K | Hold |
3,416
| – | – | 0.06% | 182 |
|
|
2024
Q2 | $316K | Sell |
3,416
-15
| -0.4% | -$1.39K | 0.06% | 176 |
|
|
2024
Q1 | $290K | Buy |
+3,431
| New | +$290K | 0.06% | 184 |
|
|
2020
Q2 | – | Sell |
-8,980
| Closed | -$371K | – | 142 |
|
|
2020
Q1 | $371K | Buy |
8,980
+140
| +2% | +$5.78K | 0.24% | 89 |
|
|
2019
Q4 | $428K | Hold |
8,840
| – | – | 0.23% | 87 |
|
|
2019
Q3 | $398K | Sell |
8,840
-40
| -0.5% | -$1.8K | 0.24% | 86 |
|
|
2019
Q2 | $398K | Hold |
8,880
| – | – | 0.24% | 88 |
|
|
2019
Q1 | $383K | Buy |
8,880
+120
| +1% | +$5.18K | 0.25% | 89 |
|
|
2018
Q4 | $330K | Buy |
+8,760
| New | +$330K | 0.24% | 98 |
|