Delta Financial Group’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
Q1 | $895K | Buy |
9,219
+8
| +0.1% | +$777 | 0.2% | 79 |
|
|
2024
Q4 | $935K | Buy |
+9,211
| New | +$935K | 0.22% | 75 |
|
|
2024
Q2 | – | Sell |
-12,680
| Closed | -$1.07M | – | 169 |
|
|
2024
Q1 | $1.07M | Sell |
12,680
-887
| -7% | -$74.9K | 0.32% | 59 |
|
|
2023
Q4 | $1.02M | Buy |
13,567
+83
| +0.6% | +$6.23K | 0.32% | 59 |
|
|
2023
Q3 | $923K | Buy |
+13,484
| New | +$923K | 0.32% | 57 |
|
|
2023
Q2 | – | Sell |
-11,716
| Closed | -$749K | – | 142 |
|
|
2023
Q1 | $749K | Buy |
11,716
+30
| +0.3% | +$1.92K | 0.29% | 59 |
|
|
2022
Q4 | $682K | Buy |
+11,686
| New | +$682K | 0.3% | 66 |
|