CIS
Custom Index Systems’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31M | Buy |
30,026
+44
| +0.1% | +$4.84K | 1.58% | 9 |
|
|
2025
Q1 | $2.78M | Sell |
29,982
-4,871
| -14% | -$452K | 1.41% | 9 |
|
|
2024
Q4 | $3.54M | Sell |
34,853
-40
| -0.1% | -$4.06K | 1.9% | 4 |
|
|
2024
Q3 | $3.34M | Sell |
34,893
-10,763
| -24% | -$1.03M | 1.81% | 4 |
|
|
2024
Q2 | $4.23M | Buy |
45,656
+16,956
| +59% | +$1.57M | 2.43% | 4 |
|
|
2024
Q1 | $2.42M | Sell |
28,700
-6,191
| -18% | -$523K | 1.38% | 14 |
|
|
2023
Q4 | $2.62M | Buy |
+34,891
| New | +$2.62M | 1.61% | 8 |
|