Fidelis Capital Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $922K | Hold |
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|
2025
Q2 | $873K | Hold |
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|
2025
Q1 | $719K | Sell |
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|
2024
Q4 | $803K | Hold |
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|
2024
Q3 | $750K | Hold |
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|
2024
Q2 | $660K | Hold |
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|
2024
Q1 | $656K | Buy |
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|
2023
Q4 | $399K | Hold |
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|
2023
Q3 | $363K | Hold |
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|
2023
Q2 | $374K | Hold |
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|
2023
Q1 | $344K | Hold |
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|
2022
Q4 | $311K | Buy |
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