Interchange Capital 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 | $3.15M | Sell |
28,724
-1,931
| -6% | -$212K | 0.73% | 24 |
|
|
2025
Q1 | $2.85M | Buy |
30,655
+500
| +2% | +$46.4K | 0.8% | 24 |
|
|
2024
Q4 | $3.06M | Sell |
30,155
-1,765
| -6% | -$179K | 1.1% | 19 |
|
|
2024
Q3 | $3.06M | Sell |
31,920
-2,100
| -6% | -$201K | 1.07% | 19 |
|
|
2024
Q2 | $3.15M | Buy |
34,020
+14,885
| +78% | +$1.38M | 1.15% | 17 |
|
|
2024
Q1 | $1.8M | Buy |
19,135
+9,946
| +108% | +$933K | 1.21% | 19 |
|
|
2023
Q4 | $691K | Buy |
9,189
+66
| +0.7% | +$4.96K | 0.52% | 54 |
|
|
2023
Q3 | $624K | Buy |
+9,123
| New | +$624K | 0.5% | 51 |
|
|
2021
Q1 | – | Sell |
-878
| Closed | -$56K | – | 664 |
|
|
2020
Q4 | $56K | Buy |
+878
| New | +$56K | 0.03% | 388 |
|