Global Assets Advisory’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 | $528K | Sell |
4,842
-1,851
| -28% | -$202K | 0.21% | 107 |
|
|
2025
Q1 | $600K | Buy |
6,693
+4,389
| +190% | +$393K | 0.11% | 149 |
|
|
2024
Q4 | $234K | Sell |
2,304
-544
| -19% | -$55.2K | 0.13% | 135 |
|
|
2024
Q3 | $269K | Sell |
2,848
-1,811
| -39% | -$171K | 0.15% | 136 |
|
|
2024
Q2 | $431K | Sell |
4,659
-214,124
| -98% | -$19.8M | 0.69% | 28 |
|
|
2024
Q1 | $2.59M | Buy |
+218,783
| New | +$2.59M | 0.12% | 133 |
|