Ethos 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 | $1.45M | Buy |
13,125
+7,692
| +142% | +$847K | 0.12% | 144 |
|
|
2025
Q1 | $527K | Sell |
5,433
-64
| -1% | -$6.2K | 0.05% | 224 |
|
|
2024
Q4 | $558K | Sell |
5,497
-78,319
| -93% | -$7.95M | 0.07% | 147 |
|
|
2024
Q3 | $8.03M | Sell |
83,816
-1,934
| -2% | -$185K | 1.32% | 24 |
|
|
2024
Q2 | $7.94M | Sell |
85,750
-1,274
| -1% | -$118K | 1.4% | 24 |
|
|
2024
Q1 | $7.35M | Buy |
87,024
+202
| +0.2% | +$17.1K | 1.39% | 24 |
|
|
2023
Q4 | $6.52M | Buy |
+86,822
| New | +$6.52M | 1.39% | 26 |
|