E.S. Barr & Co’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 | $360K | Hold |
3,270
| – | – | 0.02% | 89 |
|
|
2025
Q1 | $304K | Hold |
3,270
| – | – | 0.02% | 87 |
|
|
2024
Q4 | $332K | Hold |
3,270
| – | – | 0.02% | 84 |
|
|
2024
Q3 | $313K | Hold |
3,270
| – | – | 0.02% | 85 |
|
|
2024
Q2 | $303K | Buy |
3,270
+650
| +25% | +$60.2K | 0.02% | 82 |
|
|
2024
Q1 | $221K | Sell |
2,620
-200
| -7% | -$16.9K | 0.01% | 86 |
|
|
2023
Q4 | $212K | Buy |
+2,820
| New | +$212K | 0.01% | 91 |
|