Instrumental Wealth’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 | $16.4M | Buy |
147,101
+3,743
| +3% | +$416K | 13.01% | 2 |
|
|
2025
Q1 | $13.5M | Buy |
143,358
+4,060
| +3% | +$382K | 12.22% | 2 |
|
|
2024
Q4 | $14.4M | Buy |
139,298
+722
| +0.5% | +$74.7K | 13.63% | 1 |
|
|
2024
Q3 | $13.6M | Buy |
138,576
+2,293
| +2% | +$224K | 13.21% | 1 |
|
|
2024
Q2 | $12.1M | Buy |
136,283
+1,115
| +0.8% | +$99.3K | 12.54% | 1 |
|
|
2024
Q1 | $11.9M | Sell |
135,168
-18,325
| -12% | -$1.62M | 5.19% | 2 |
|
|
2023
Q4 | $12M | Sell |
153,493
-1,529
| -1% | -$120K | 13% | 1 |
|
|
2023
Q3 | $10.9M | Sell |
155,022
-9,976
| -6% | -$701K | 12.73% | 2 |
|
|
2023
Q2 | $11.6M | Buy |
164,998
+3,045
| +2% | +$214K | 13.96% | 1 |
|
|
2023
Q1 | $10.3M | Buy |
+161,953
| New | +$10.3M | 13.63% | 1 |
|