GFA
Gallagher Fiduciary Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
9,747
-194
| -2% | -$21.4K | 0.04% | 72 |
|
|
2025
Q1 | $923K | Buy |
9,941
+2,064
| +26% | +$192K | 0.03% | 94 |
|
|
2024
Q4 | $800K | Buy |
7,877
+1,186
| +18% | +$120K | 0.16% | 76 |
|
|
2024
Q3 | $641K | Buy |
6,691
+1,553
| +30% | +$149K | 0.13% | 91 |
|
|
2024
Q2 | $475K | Buy |
5,138
+303
| +6% | +$28K | 0.11% | 107 |
|
|
2024
Q1 | $408K | Buy |
4,835
+196
| +4% | +$16.6K | 0.01% | 124 |
|
|
2023
Q4 | $348K | Buy |
4,639
+1,113
| +32% | +$83.6K | 0.01% | 124 |
|
|
2023
Q3 | $241K | Buy |
3,526
+153
| +5% | +$10.5K | 0.02% | 149 |
|
|
2023
Q2 | $238K | Buy |
+3,373
| New | +$238K | 0.02% | 186 |
|