Diversify Advisory Services’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 | $3.78M | Sell |
32,656
-9,226
| -22% | -$1.07M | 0.14% | 108 |
|
|
2025
Q1 | $3.97M | Sell |
41,882
-9,198
| -18% | -$871K | 0.25% | 66 |
|
|
2024
Q4 | $5.16M | Sell |
51,080
-7,061
| -12% | -$714K | 0.28% | 49 |
|
|
2024
Q3 | $5.7M | Sell |
58,141
-8,144
| -12% | -$798K | 0.31% | 62 |
|
|
2024
Q2 | $6.37M | Buy |
66,285
+59,120
| +825% | +$5.68M | 0.35% | 50 |
|
|
2024
Q1 | $606K | Buy |
+7,165
| New | +$606K | 0.04% | 373 |
|