Embree Financial Group’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 | $920K | Buy |
8,357
+4,204
| +101% | +$463K | 0.14% | 104 |
|
|
2025
Q1 | $385K | Buy |
4,153
+126
| +3% | +$11.7K | 0.06% | 142 |
|
|
2024
Q4 | $409K | Buy |
4,027
+190
| +5% | +$19.3K | 0.07% | 131 |
|
|
2024
Q3 | $367K | Buy |
3,837
+1
| +0% | +$96 | 0.07% | 138 |
|
|
2024
Q2 | $355K | Buy |
3,836
+180
| +5% | +$16.7K | 0.07% | 136 |
|
|
2024
Q1 | $309K | Buy |
3,656
+609
| +20% | +$51.4K | 0.06% | 148 |
|
|
2023
Q4 | $229K | Buy |
+3,047
| New | +$229K | 0.05% | 162 |
|