Geneva 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 | $258K | Buy |
2,342
+68
| +3% | +$7.49K | 0.1% | 70 |
|
|
2025
Q1 | $211K | Buy |
2,274
+2
| +0.1% | +$186 | 0.11% | 60 |
|
|
2024
Q4 | $231K | Buy |
2,272
+20
| +0.9% | +$2.03K | 0.09% | 69 |
|
|
2024
Q3 | $216K | Sell |
2,252
-198
| -8% | -$19K | 0.09% | 69 |
|
|
2024
Q2 | $227K | Buy |
+2,450
| New | +$227K | 0.09% | 62 |
|