Global Financial Private Client’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 | $392K | Buy |
3,556
+416
| +13% | +$45.8K | 0.15% | 157 |
|
|
2025
Q1 | $291K | Buy |
3,140
+288
| +10% | +$26.7K | 0.11% | 176 |
|
|
2024
Q4 | $290K | Sell |
2,852
-343
| -11% | -$34.8K | 0.11% | 172 |
|
|
2024
Q3 | $306K | Sell |
3,195
-259
| -7% | -$24.8K | 0.12% | 165 |
|
|
2024
Q2 | $320K | Buy |
3,454
+1,546
| +81% | +$143K | 0.13% | 153 |
|
|
2024
Q1 | $161K | Buy |
1,908
+1,069
| +127% | +$90.4K | 0.07% | 188 |
|
|
2023
Q4 | $63K | Buy |
839
+46
| +6% | +$3.46K | 0.03% | 277 |
|
|
2023
Q3 | $54.5K | Buy |
+793
| New | +$54.5K | 0.03% | 275 |
|