Insight 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 | $1.66M | Buy |
15,086
+5
| +0% | +$550 | 0.27% | 59 |
|
|
2025
Q1 | $1.4M | Sell |
15,081
-1,637
| -10% | -$152K | 0.24% | 63 |
|
|
2024
Q4 | $1.71M | Buy |
16,718
+201
| +1% | +$20.6K | 0.29% | 55 |
|
|
2024
Q3 | $1.58M | Buy |
16,517
+35
| +0.2% | +$3.35K | 0.27% | 60 |
|
|
2024
Q2 | $1.53M | Sell |
16,482
-106
| -0.6% | -$9.81K | 0.28% | 59 |
|
|
2024
Q1 | $1.4M | Buy |
16,588
+4
| +0% | +$338 | 0.27% | 65 |
|
|
2023
Q4 | $1.25M | Sell |
16,584
-56
| -0.3% | -$4.21K | 0.26% | 62 |
|
|
2023
Q3 | $1.14M | Buy |
16,640
+128
| +0.8% | +$8.76K | 0.26% | 64 |
|
|
2023
Q2 | $1.16M | Buy |
16,512
+1,058
| +7% | +$74.6K | 0.26% | 66 |
|
|
2023
Q1 | $987K | Buy |
15,454
+11
| +0.1% | +$703 | 0.23% | 70 |
|
|
2022
Q4 | $892K | Sell |
15,443
-501
| -3% | -$28.9K | 0.31% | 82 |
|
|
2022
Q3 | $922K | Sell |
15,944
-91
| -0.6% | -$5.26K | 0.36% | 73 |
|
|
2022
Q2 | $1.11M | Sell |
16,035
-949
| -6% | -$65.7K | 0.38% | 69 |
|
|
2022
Q1 | $1.3M | Sell |
16,984
-207
| -1% | -$15.8K | 0.39% | 70 |
|
|
2021
Q4 | $1.44M | Sell |
17,191
-9
| -0.1% | -$753 | 0.42% | 59 |
|
|
2021
Q3 | $1.42M | Buy |
17,200
+951
| +6% | +$78.5K | 0.42% | 57 |
|
|
2021
Q2 | $1.22M | Sell |
16,249
-508
| -3% | -$38.3K | 0.38% | 67 |
|
|
2021
Q1 | $1.17M | Sell |
16,757
-610
| -4% | -$42.4K | 0.37% | 68 |
|
|
2020
Q4 | $1.11M | Buy |
+17,367
| New | +$1.11M | 0.42% | 61 |
|