CX Institutional’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
|
|||||
|
2025
Q1 | $10.9M | Buy |
|
|||||
|
2024
Q4 | $11.4M | Sell |
|
|||||
|
2024
Q3 | $11.3M | Sell |
|
|||||
|
2024
Q2 | $13.3M | Sell |
|
|||||
|
2024
Q1 | $14.5M | Buy |
|
|||||
|
2023
Q4 | $8.97M | Sell |
|
|||||
|
2023
Q3 | $8.92M | Sell |
|
|||||
|
2023
Q2 | $9.67M | Buy |
|
|||||
|
2023
Q1 | $3.58M | Sell |
|
|||||
|
2022
Q4 | $3.36M | Sell |
|
|||||
|
2022
Q3 | $5.7M | Sell |
|
|||||
|
2022
Q2 | $7.52M | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $36K | Hold |
|
|||||
|
2021
Q2 | $36K | Hold |
|
|||||
|
2021
Q1 | $32K | Sell |
|
|||||
|
2020
Q4 | $186K | Buy |
|
|||||
|
2020
Q3 | $18K | Sell |
|
|||||
|
2020
Q2 | $22K | Buy |
|