Crewe 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 | $596K | Buy |
5,414
+2,003
| +59% | +$221K | 0.08% | 81 |
|
|
2025
Q1 | $317K | Sell |
3,411
-600
| -15% | -$55.7K | 0.04% | 109 |
|
|
2024
Q4 | $407K | Buy |
4,011
+80
| +2% | +$8.12K | 0.06% | 90 |
|
|
2024
Q3 | $376K | Hold |
3,931
| – | – | 0.04% | 102 |
|
|
2024
Q2 | $364K | Buy |
3,931
+20
| +0.5% | +$1.85K | 0.04% | 131 |
|
|
2024
Q1 | $330K | Buy |
3,911
+1,385
| +55% | +$117K | 0.04% | 134 |
|
|
2023
Q4 | $190K | Sell |
2,526
-1,493
| -37% | -$112K | 0.03% | 70 |
|
|
2023
Q3 | $275K | Buy |
4,019
+2,019
| +101% | +$138K | 0.05% | 63 |
|
|
2023
Q2 | $141K | Sell |
2,000
-3,628
| -64% | -$256K | 0.02% | 171 |
|
|
2023
Q1 | $360K | Hold |
5,628
| – | – | 0.05% | 105 |
|
|
2022
Q4 | $329K | Hold |
5,628
| – | – | 0.05% | 107 |
|
|
2022
Q3 | $326K | Buy |
5,628
+1,268
| +29% | +$73.4K | 0.06% | 97 |
|
|
2022
Q2 | $263K | Buy |
4,360
+2,360
| +118% | +$142K | 0.06% | 103 |
|
|
2022
Q1 | $153K | Buy |
+2,000
| New | +$153K | 0.03% | 136 |
|