Everhart 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 | $694K | Sell |
6,305
-220
| -3% | -$24.2K | 0.08% | 185 |
|
|
2025
Q1 | $606K | Sell |
6,525
-174
| -3% | -$16.2K | 0.08% | 169 |
|
|
2024
Q4 | $680K | Buy |
6,699
+92
| +1% | +$9.34K | 0.14% | 147 |
|
|
2024
Q3 | $633K | Buy |
6,607
+1,178
| +22% | +$113K | 0.14% | 163 |
|
|
2024
Q2 | $502K | Sell |
5,429
-288
| -5% | -$26.7K | 0.13% | 158 |
|
|
2024
Q1 | $483K | Buy |
+5,717
| New | +$483K | 0.14% | 152 |
|