Garde Capital’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 | $877K | Sell |
7,970
-1,334
| -14% | -$147K | 0.05% | 113 |
|
|
2025
Q1 | $864K | Hold |
9,304
| – | – | 0.05% | 113 |
|
|
2024
Q4 | $945K | Hold |
9,304
| – | – | 0.06% | 100 |
|
|
2024
Q3 | $891K | Hold |
9,304
| – | – | 0.06% | 103 |
|
|
2024
Q2 | $861K | Hold |
9,304
| – | – | 0.06% | 100 |
|
|
2024
Q1 | $785K | Hold |
9,304
| – | – | 0.05% | 114 |
|
|
2023
Q4 | $699K | Hold |
9,304
| – | – | 0.05% | 115 |
|
|
2023
Q3 | $637K | Buy |
+9,304
| New | +$637K | 0.05% | 116 |
|
|
2014
Q4 | – | Sell |
-34,000
| Closed | -$908K | – | 145 |
|
|
2014
Q3 | $908K | Buy |
+34,000
| New | +$908K | 0.35% | 49 |
|