Fiduciary Alliance’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 | $1.79M | Sell |
16,259
-172
| -1% | -$18.9K | 0.13% | 152 |
|
|
2025
Q1 | $1.53M | Sell |
16,431
-246
| -1% | -$22.8K | 0.15% | 132 |
|
|
2024
Q4 | $1.69M | Buy |
16,677
+37
| +0.2% | +$3.76K | 0.17% | 119 |
|
|
2024
Q3 | $1.59M | Sell |
16,640
-176
| -1% | -$16.9K | 0.21% | 90 |
|
|
2024
Q2 | $1.58M | Buy |
16,816
+23
| +0.1% | +$2.16K | 0.26% | 79 |
|
|
2024
Q1 | $1.42M | Buy |
16,793
+445
| +3% | +$37.6K | 0.25% | 81 |
|
|
2023
Q4 | $1.23M | Buy |
16,348
+405
| +3% | +$30.4K | 0.24% | 74 |
|
|
2023
Q3 | $1.09M | Sell |
15,943
-955
| -6% | -$65.3K | 0.25% | 69 |
|
|
2023
Q2 | $1.19M | Buy |
16,898
+991
| +6% | +$69.8K | 0.26% | 67 |
|
|
2023
Q1 | $1.02M | Buy |
15,907
+15
| +0.1% | +$958 | 0.26% | 73 |
|
|
2022
Q4 | $930K | Buy |
+15,892
| New | +$930K | 0.24% | 72 |
|