Foster Dykema Cabot & Partners’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 | $931K | Hold |
8,457
| – | – | 0.07% | 51 |
|
|
2025
Q1 | $785K | Hold |
8,457
| – | – | 0.06% | 55 |
|
|
2024
Q4 | $859K | Hold |
8,457
| – | – | 0.07% | 54 |
|
|
2024
Q3 | $810K | Buy |
8,457
+1,206
| +17% | +$115K | 0.07% | 57 |
|
|
2024
Q2 | $671K | Hold |
7,251
| – | – | 0.06% | 52 |
|
|
2024
Q1 | $612K | Hold |
7,251
| – | – | 0.06% | 58 |
|
|
2023
Q4 | $545K | Buy |
+7,251
| New | +$545K | 0.06% | 56 |
|