HUB Investment Partners’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 | $839K | Sell |
7,624
-607
| -7% | -$66.8K | 0.03% | 272 |
|
|
2025
Q1 | $764K | Buy |
8,231
+847
| +11% | +$78.6K | 0.03% | 258 |
|
|
2024
Q4 | $750K | Buy |
7,384
+1,919
| +35% | +$195K | 0.03% | 243 |
|
|
2024
Q3 | $523K | Buy |
5,465
+46
| +0.8% | +$4.41K | 0.02% | 284 |
|
|
2024
Q2 | $501K | Buy |
5,419
+289
| +6% | +$26.7K | 0.02% | 272 |
|
|
2024
Q1 | $433K | Buy |
5,130
+1,126
| +28% | +$95.1K | 0.02% | 292 |
|
|
2023
Q4 | $301K | Buy |
+4,004
| New | +$301K | 0.02% | 304 |
|