Gallagher 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
$11.4M Sell
100,300
-71,214
-42% -$8.12M 9.24% 1
2025
Q1
$15.9M Sell
171,514
-2,450
-1% -$227K 12.13% 1
2024
Q4
$17.7M Buy
+173,964
New +$17.7M 12.87% 1