Focus Partners Wealth’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 | $117M | Buy |
1,066,510
+139,068
| +15% | +$15.3M | 0.25% | 78 |
|
|
2025
Q1 | $86.1M | Buy |
927,442
+7,449
| +0.8% | +$691K | 0.22% | 100 |
|
|
2024
Q4 | $93.4M | Buy |
919,993
+445,310
| +94% | +$45.2M | 0.24% | 88 |
|
|
2024
Q3 | $45.5M | Sell |
474,683
-1,178,509
| -71% | -$113M | 0.14% | 151 |
|
|
2024
Q2 | $153M | Buy |
1,653,192
+900,296
| +120% | +$83.3M | 0.52% | 43 |
|
|
2024
Q1 | $63.6M | Buy |
752,896
+429,284
| +133% | +$36.2M | 0.52% | 42 |
|
|
2023
Q4 | $24.3M | Buy |
+323,612
| New | +$24.3M | 0.32% | 85 |
|