DOHJ LLC’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 | – | Sell |
-13,549
| Closed | -$1.26M | – | 159 |
|
|
2025
Q1 | $1.26M | Buy |
+13,549
| New | +$1.26M | 0.29% | 73 |
|
|
2024
Q4 | – | Sell |
-49,895
| Closed | -$4.72M | – | 142 |
|
|
2024
Q3 | $4.72M | Sell |
49,895
-18,965
| -28% | -$1.79M | 1.1% | 25 |
|
|
2024
Q2 | $6.37M | Buy |
68,860
+5,109
| +8% | +$473K | 1.59% | 14 |
|
|
2024
Q1 | $5.38M | Buy |
63,751
+1,175
| +2% | +$99.2K | 1.43% | 20 |
|
|
2023
Q4 | $4.7M | Buy |
62,576
+35,461
| +131% | +$2.66M | 1.39% | 18 |
|
|
2023
Q3 | $1.86M | Buy |
27,115
+8,625
| +47% | +$593K | 0.83% | 35 |
|
|
2023
Q2 | $1.3M | Sell |
18,490
-22,447
| -55% | -$1.58M | 0.56% | 43 |
|
|
2023
Q1 | $2.62M | Buy |
+40,937
| New | +$2.62M | 1.32% | 19 |
|