ECM
Exchange Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Hold |
2,155
| – | – | 0.04% | 201 |
|
|
2025
Q1 | $200K | Sell |
2,155
-352
| -14% | -$32.7K | 0.03% | 206 |
|
|
2024
Q4 | $255K | Sell |
2,507
-165
| -6% | -$16.8K | 0.04% | 200 |
|
|
2024
Q3 | $256K | Sell |
2,672
-100
| -4% | -$9.58K | 0.04% | 182 |
|
|
2024
Q2 | $257K | Hold |
2,772
| – | – | 0.04% | 181 |
|
|
2024
Q1 | $234K | Buy |
+2,772
| New | +$234K | 0.04% | 180 |
|
|
2016
Q3 | – | Sell |
-104
| Closed | -$12K | – | 250 |
|
|
2016
Q2 | $12K | Buy |
+104
| New | +$12K | ﹤0.01% | 153 |
|