Herold 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 | $835K | Sell |
7,583
-935
| -11% | -$103K | 0.18% | 128 |
|
|
2025
Q1 | $791K | Buy |
8,518
+511
| +6% | +$47.4K | 0.17% | 138 |
|
|
2024
Q4 | $813K | Sell |
8,007
-35
| -0.4% | -$3.55K | 0.18% | 140 |
|
|
2024
Q3 | $770K | Buy |
8,042
+2,678
| +50% | +$256K | 0.17% | 149 |
|
|
2024
Q2 | $496K | Buy |
5,364
+348
| +7% | +$32.2K | 0.11% | 182 |
|
|
2024
Q1 | $424K | Buy |
+5,016
| New | +$424K | 0.1% | 194 |
|
|
2022
Q2 | – | Sell |
-200
| Closed | -$15.3K | – | 416 |
|
|
2022
Q1 | $15.3K | Buy |
+200
| New | +$15.3K | 0.01% | 548 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$14K | – | 406 |
|
|
2021
Q3 | $14K | Buy |
+200
| New | +$14K | 0.01% | 557 |
|