D.J. St. Germain’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 | $46.6K | Buy |
423
+367
| +655% | +$40.4K | ﹤0.01% | 474 |
|
|
2025
Q1 | $5.2K | Sell |
56
-181
| -76% | -$16.8K | ﹤0.01% | 634 |
|
|
2024
Q4 | $24.1K | Buy |
237
+111
| +88% | +$11.3K | ﹤0.01% | 503 |
|
|
2024
Q3 | $12.1K | Sell |
126
-42
| -25% | -$4.02K | ﹤0.01% | 520 |
|
|
2024
Q2 | $15.5K | Buy |
168
+35
| +26% | +$3.24K | ﹤0.01% | 498 |
|
|
2024
Q1 | $11.2K | Hold |
133
| – | – | ﹤0.01% | 549 |
|
|
2023
Q4 | $9.99K | Hold |
133
| – | – | ﹤0.01% | 558 |
|
|
2023
Q3 | $9.1K | Hold |
133
| – | – | ﹤0.01% | 542 |
|
|
2023
Q2 | $9.37K | Buy |
+133
| New | +$9.37K | ﹤0.01% | 542 |
|
|
2022
Q4 | $7.78K | Buy |
+133
| New | +$7.78K | ﹤0.01% | 298 |
|