GenTrust’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 | $551K | Hold |
5,000
| – | – | 0.03% | 121 |
|
|
2025
Q1 | $464K | Hold |
5,000
| – | – | 0.02% | 129 |
|
|
2024
Q4 | $508K | Hold |
5,000
| – | – | 0.02% | 133 |
|
|
2024
Q3 | $479K | Buy |
+5,000
| New | +$479K | 0.02% | 134 |
|
|
2018
Q4 | – | Sell |
-10,200
| Closed | -$452K | – | 103 |
|
|
2018
Q3 | $452K | Buy |
+10,200
| New | +$452K | 0.07% | 61 |
|