Gimbal Financial’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
Q1 | – | Sell |
-62,408
| Closed | -$6.34M | – | 47 |
|
|
2024
Q4 | $6.34M | Buy |
62,408
+2,346
| +4% | +$238K | 5.18% | 7 |
|
|
2024
Q3 | $5.83M | Sell |
60,062
-22,803
| -28% | -$2.21M | 3.78% | 9 |
|
|
2024
Q2 | $7.89M | Buy |
82,865
+673
| +0.8% | +$64.1K | 5.8% | 8 |
|
|
2024
Q1 | $6.94M | Sell |
82,192
-85,429
| -51% | -$7.21M | 5.68% | 7 |
|
|
2023
Q4 | $12.6M | Buy |
+167,621
| New | +$12.6M | 12.62% | 4 |
|