Evergreen Private Wealth’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 | $752K | Sell |
6,826
-403
| -6% | -$44.4K | 0.31% | 51 |
|
|
2025
Q1 | $671K | Sell |
7,229
-350
| -5% | -$32.5K | 0.31% | 51 |
|
|
2024
Q4 | $770K | Buy |
7,579
+118
| +2% | +$12K | 0.36% | 52 |
|
|
2024
Q3 | $714K | Buy |
7,461
+353
| +5% | +$33.8K | 0.33% | 53 |
|
|
2024
Q2 | $658K | Sell |
7,108
-902
| -11% | -$83.5K | 0.32% | 54 |
|
|
2024
Q1 | $676K | Sell |
8,010
-1,052
| -12% | -$88.8K | 0.34% | 53 |
|
|
2023
Q4 | $681K | Buy |
+9,062
| New | +$681K | 0.37% | 53 |
|