Fortis Capital 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 | $1.26M | Hold |
11,420
| – | – | 0.22% | 66 |
|
|
2025
Q1 | $1.06M | Sell |
11,420
-6,863
| -38% | -$637K | 0.22% | 76 |
|
|
2024
Q4 | $1.71M | Buy |
18,283
+36
| +0.2% | +$3.36K | 0.58% | 28 |
|
|
2024
Q3 | $1.75M | Buy |
18,247
+448
| +3% | +$42.9K | 0.58% | 27 |
|
|
2024
Q2 | $1.65M | Buy |
17,799
+6,967
| +64% | +$645K | 0.59% | 26 |
|
|
2024
Q1 | $915K | Hold |
10,832
| – | – | 0.38% | 47 |
|
|
2023
Q4 | $813K | Sell |
10,832
-968
| -8% | -$72.7K | 0.43% | 38 |
|
|
2023
Q3 | $807K | Hold |
11,800
| – | – | 0.52% | 34 |
|
|
2023
Q2 | $832K | Buy |
11,800
+1,000
| +9% | +$70.5K | 0.49% | 37 |
|
|
2023
Q1 | $690K | Sell |
10,800
-550
| -5% | -$35.1K | 0.37% | 40 |
|
|
2022
Q4 | $664K | Buy |
+11,350
| New | +$664K | 0.39% | 36 |
|