Everpar Advisors’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 | $992K | Buy |
9,009
+2,169
| +32% | +$239K | 0.45% | 39 |
|
|
2025
Q1 | $635K | Buy |
6,840
+1,199
| +21% | +$111K | 0.34% | 70 |
|
|
2024
Q4 | $573K | Buy |
5,641
+55
| +1% | +$5.58K | 0.29% | 85 |
|
|
2024
Q3 | $535K | Sell |
5,586
-724
| -11% | -$69.3K | 0.28% | 102 |
|
|
2024
Q2 | $584K | Buy |
+6,310
| New | +$584K | 0.29% | 100 |
|