Helium 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
$1.98M Sell
18,009
-191
-1% -$21K 1.25% 18
2025
Q1
$1.69M Buy
18,200
+43
+0.2% +$3.99K 1.23% 17
2024
Q4
$1.84M Buy
+18,157
New +$1.84M 1.46% 17