Gray Private Wealth’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 | $4.04M | Sell |
36,704
-9
| -0% | -$991 | 2.17% | 8 |
|
|
2025
Q1 | $3.41M | Sell |
36,713
-850
| -2% | -$78.9K | 2.05% | 9 |
|
|
2024
Q4 | $3.81M | Sell |
37,563
-1,592
| -4% | -$162K | 2.27% | 8 |
|
|
2024
Q3 | $3.75M | Sell |
39,155
-893
| -2% | -$85.5K | 2.24% | 9 |
|
|
2024
Q2 | $3.71M | Sell |
40,048
-935
| -2% | -$86.5K | 2.38% | 9 |
|
|
2024
Q1 | $3.46M | Buy |
+40,983
| New | +$3.46M | 2.28% | 9 |
|