Guidance Capital’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 | $233K | Sell |
2,085
-174
| -8% | -$19.4K | 0.07% | 193 |
|
2025
Q1 | $220K | Sell |
2,259
-1,904
| -46% | -$186K | 0.07% | 192 |
|
2024
Q4 | $442K | Sell |
4,163
-28,154
| -87% | -$2.99M | 0.14% | 155 |
|
2024
Q3 | $3.15M | Sell |
32,317
-988
| -3% | -$96.3K | 0.99% | 19 |
|
2024
Q2 | $3.04M | Buy |
33,305
+328
| +1% | +$29.9K | 1% | 18 |
|
2024
Q1 | $2.72M | Buy |
32,977
+15,104
| +85% | +$1.24M | 1% | 18 |
|
2023
Q4 | $1.32M | Sell |
17,873
-1,383
| -7% | -$102K | 0.52% | 36 |
|
2023
Q3 | $1.31M | Sell |
19,256
-112
| -0.6% | -$7.6K | 0.58% | 29 |
|
2023
Q2 | $1.36M | Buy |
+19,368
| New | +$1.36M | 0.59% | 32 |
|