Gordian Advisors’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 | $288K | Hold |
2,616
| – | – | 0.21% | 32 |
|
|
2025
Q1 | $243K | Hold |
2,616
| – | – | 0.19% | 35 |
|
|
2024
Q4 | $266K | Hold |
2,616
| – | – | 0.21% | 29 |
|
|
2024
Q3 | $251K | Hold |
2,616
| – | – | 0.2% | 31 |
|
|
2024
Q2 | $242K | Hold |
2,616
| – | – | 0.23% | 23 |
|
|
2024
Q1 | $221K | Sell |
2,616
-1,366
| -34% | -$115K | 0.2% | 25 |
|
|
2023
Q4 | $299K | Buy |
+3,982
| New | +$299K | 0.29% | 18 |
|