Custos Family Office’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 | $2.14M | Sell |
19,465
-701
| -3% | -$77.2K | 0.68% | 24 |
|
|
2025
Q1 | $1.87M | Sell |
20,166
-1,039
| -5% | -$96.5K | 0.66% | 26 |
|
|
2024
Q4 | $2.15M | Sell |
21,205
-253
| -1% | -$25.7K | 0.75% | 23 |
|
|
2024
Q3 | $2.05M | Sell |
21,458
-157
| -0.7% | -$15K | 0.74% | 25 |
|
|
2024
Q2 | $2M | Buy |
21,615
+105
| +0.5% | +$9.72K | 0.8% | 25 |
|
|
2024
Q1 | $1.82M | Sell |
21,510
-319
| -1% | -$26.9K | 0.94% | 19 |
|
|
2023
Q4 | $1.64M | Buy |
21,829
+16,875
| +341% | +$1.27M | 0.85% | 20 |
|
|
2023
Q3 | $339K | Sell |
4,954
-508
| -9% | -$34.8K | 0.23% | 29 |
|
|
2023
Q2 | $385K | Buy |
+5,462
| New | +$385K | 0.25% | 28 |
|