Fortis Capital Management’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 | $254K | Sell |
2,306
-1,360
| -37% | -$150K | 0.04% | 143 |
|
|
2025
Q1 | $340K | Buy |
3,666
+1
| +0% | +$93 | 0.07% | 117 |
|
|
2024
Q4 | $372K | Sell |
3,665
-166
| -4% | -$16.9K | 0.07% | 103 |
|
|
2024
Q3 | $367K | Sell |
3,831
-2,099
| -35% | -$201K | 0.07% | 99 |
|
|
2024
Q2 | $549K | Sell |
5,930
-1,893
| -24% | -$175K | 0.12% | 93 |
|
|
2024
Q1 | $661K | Buy |
+7,823
| New | +$661K | 0.17% | 74 |
|