Diversified Enterprises’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
$659K Sell
5,987
-2
-0% -$220 0.05% 128
2025
Q1
$556K Buy
5,989
+2,945
+97% +$273K 0.05% 150
2024
Q4
$309K Buy
3,044
+29
+1% +$2.95K 0.03% 180
2024
Q3
$289K Buy
+3,015
New +$289K 0.03% 182