Dunhill Financial’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 | $362K | Buy |
3,290
+328
| +11% | +$36.1K | 0.1% | 75 |
|
|
2025
Q1 | $275K | Hold |
2,962
| – | – | 0.13% | 74 |
|
|
2024
Q4 | $301K | Buy |
2,962
+162
| +6% | +$16.4K | 0.14% | 62 |
|
|
2024
Q3 | $268K | Buy |
2,800
+2,333
| +500% | +$223K | 0.14% | 59 |
|
|
2024
Q2 | $43.3K | Hold |
467
| – | – | 0.03% | 154 |
|
|
2024
Q1 | $39.4K | Hold |
467
| – | – | 0.03% | 126 |
|
|
2023
Q4 | $35K | Buy |
+467
| New | +$35K | 0.03% | 119 |
|