Gries 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
Q2 | $930K | Sell |
8,448
-4,366
| -34% | -$481K | 0.17% | 128 |
|
|
2025
Q1 | $1.19M | Sell |
12,814
-11,334
| -47% | -$1.05M | 0.23% | 104 |
|
|
2024
Q4 | $2.45M | Buy |
24,148
+640
| +3% | +$65K | 0.44% | 47 |
|
|
2024
Q3 | $2.25M | Sell |
23,508
-9,231
| -28% | -$884K | 0.42% | 49 |
|
|
2024
Q2 | $3.03M | Sell |
32,739
-848
| -3% | -$78.5K | 0.62% | 31 |
|
|
2024
Q1 | $2.84M | Sell |
33,587
-36,594
| -52% | -$3.09M | 0.47% | 51 |
|
|
2023
Q4 | $5.27M | Buy |
70,181
+7,572
| +12% | +$569K | 1.16% | 13 |
|
|
2023
Q3 | $4.28M | Buy |
+62,609
| New | +$4.28M | 1.15% | 14 |
|