Hudson Valley Investment 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 | $325K | Hold |
2,950
| – | – | 0.04% | 140 |
|
|
2025
Q1 | $274K | Hold |
2,950
| – | – | 0.03% | 141 |
|
|
2024
Q4 | $300K | Hold |
2,950
| – | – | 0.03% | 141 |
|
|
2024
Q3 | $282K | Sell |
2,950
-450
| -13% | -$43.1K | 0.03% | 146 |
|
|
2024
Q2 | $253K | Hold |
3,400
| – | – | 0.03% | 162 |
|
|
2024
Q1 | $287K | Hold |
3,400
| – | – | 0.03% | 152 |
|
|
2023
Q4 | $253K | Hold |
3,400
| – | – | 0.03% | 162 |
|
|
2023
Q3 | $233K | Sell |
3,400
-336
| -9% | -$23K | 0.03% | 168 |
|
|
2023
Q2 | $263K | Hold |
3,736
| – | – | 0.04% | 179 |
|
|
2023
Q1 | $239K | Buy |
+3,736
| New | +$239K | 0.03% | 190 |
|
|
2022
Q4 | – | Sell |
-775
| Closed | -$278K | – | 220 |
|
|
2022
Q3 | $278K | Sell |
775
-2,961
| -79% | -$1.06M | 0.04% | 183 |
|
|
2022
Q2 | $225K | Hold |
3,736
| – | – | 0.04% | 183 |
|
|
2022
Q1 | $285K | Buy |
+3,736
| New | +$285K | 0.04% | 184 |
|