Fortis Advisors’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 | $287K | Sell |
2,609
-507
| -16% | -$55.8K | 0.18% | 90 |
|
|
2025
Q1 | $289K | Buy |
3,116
+21
| +0.7% | +$1.95K | 0.19% | 85 |
|
|
2024
Q4 | $314K | Buy |
3,095
+360
| +13% | +$36.6K | 0.21% | 83 |
|
|
2024
Q3 | $262K | Buy |
2,735
+225
| +9% | +$21.5K | 0.17% | 93 |
|
|
2024
Q2 | $232K | Buy |
+2,510
| New | +$232K | 0.16% | 90 |
|
|
2019
Q1 | – | Sell |
-2,120
| Closed | -$80K | – | 328 |
|
|
2018
Q4 | $80K | Buy |
2,120
+12
| +0.6% | +$453 | 0.05% | 185 |
|
|
2018
Q3 | $93K | Buy |
2,108
+4
| +0.2% | +$176 | 0.05% | 163 |
|
|
2018
Q2 | $85K | Hold |
2,104
| – | – | 0.05% | 165 |
|
|
2018
Q1 | $82K | Buy |
2,104
+8
| +0.4% | +$312 | 0.05% | 154 |
|
|
2017
Q4 | $80K | Buy |
+2,096
| New | +$80K | 0.05% | 155 |
|