CVA 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 | $1.36M | Hold |
12,315
| – | – | 0.19% | 83 |
|
|
2025
Q1 | $1.14M | Hold |
12,315
| – | – | 0.18% | 88 |
|
|
2024
Q4 | $1.25M | Hold |
12,315
| – | – | 0.2% | 79 |
|
|
2024
Q3 | $1.18M | Hold |
12,315
| – | – | 0.19% | 83 |
|
|
2024
Q2 | $1.14M | Hold |
12,315
| – | – | 0.21% | 76 |
|
|
2024
Q1 | $1.04M | Hold |
12,315
| – | – | 0.19% | 88 |
|
|
2023
Q4 | $925K | Hold |
12,315
| – | – | 0.18% | 88 |
|
|
2023
Q3 | $843K | Hold |
12,315
| – | – | 0.19% | 86 |
|
|
2023
Q2 | $868K | Hold |
12,315
| – | – | 0.18% | 86 |
|
|
2023
Q1 | $787K | Buy |
12,315
+397
| +3% | +$25.4K | 0.18% | 86 |
|
|
2022
Q4 | $697K | Buy |
11,918
+7,318
| +159% | +$428K | 0.17% | 90 |
|
|
2022
Q3 | $266K | Hold |
4,600
| – | – | 0.07% | 148 |
|
|
2022
Q2 | $278K | Sell |
4,600
-1,000
| -18% | -$60.4K | 0.08% | 136 |
|
|
2022
Q1 | $428K | Hold |
5,600
| – | – | 0.1% | 112 |
|
|
2021
Q4 | $469K | Buy |
5,600
+3,950
| +239% | +$331K | 0.12% | 101 |
|
|
2021
Q3 | $381K | Sell |
1,650
-4,950
| -75% | -$1.14M | 0.28% | 61 |
|
|
2021
Q2 | $480K | Hold |
6,600
| – | – | 0.14% | 98 |
|
|
2021
Q1 | $430K | Hold |
6,600
| – | – | 0.16% | 82 |
|
|
2020
Q4 | $421K | Hold |
6,600
| – | – | 0.26% | 62 |
|
|
2020
Q3 | $381K | Hold |
6,600
| – | – | 0.28% | 61 |
|
|
2020
Q2 | $342K | Hold |
6,600
| – | – | 0.28% | 60 |
|
|
2020
Q1 | $272K | Hold |
6,600
| – | – | 0.28% | 62 |
|
|
2019
Q4 | $320K | Buy |
+6,600
| New | +$320K | 0.29% | 61 |
|