Fairview Capital Investment Management’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 | $268K | Hold |
2,431
| – | – | 0.01% | 141 |
|
|
2025
Q1 | $226K | Sell |
2,431
-25
| -1% | -$2.32K | 0.01% | 154 |
|
|
2024
Q4 | $249K | Sell |
2,456
-40
| -2% | -$4.06K | 0.01% | 153 |
|
|
2024
Q3 | $239K | Sell |
2,496
-27
| -1% | -$2.59K | 0.01% | 144 |
|
|
2024
Q2 | $234K | Sell |
2,523
-75
| -3% | -$6.94K | 0.01% | 141 |
|
|
2024
Q1 | $219K | Sell |
2,598
-139
| -5% | -$11.7K | 0.01% | 150 |
|
|
2023
Q4 | $206K | Buy |
+2,737
| New | +$206K | 0.01% | 145 |
|
|
2023
Q3 | – | Sell |
-3,167
| Closed | -$223K | – | 145 |
|
|
2023
Q2 | $223K | Sell |
3,167
-26
| -0.8% | -$1.83K | 0.01% | 132 |
|
|
2023
Q1 | $204K | Buy |
+3,193
| New | +$204K | 0.01% | 139 |
|