IAIM
International Assets Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Buy |
22,683
+1,976
| +10% | +$218K | 0.2% | 95 |
|
|
2025
Q1 | $1.92M | Buy |
20,707
+1,951
| +10% | +$181K | 0.17% | 112 |
|
|
2024
Q4 | $1.9M | Sell |
18,756
-1,565,999
| -99% | -$159M | 0.16% | 117 |
|
|
2024
Q3 | $16.6K | Buy |
1,584,755
+1,569,612
| +10,365% | +$16.4K | 0.05% | 312 |
|
|
2024
Q2 | $1.4M | Buy |
15,143
+1,783
| +13% | +$165K | 0.13% | 145 |
|
|
2024
Q1 | $1.13M | Sell |
13,360
-58
| -0.4% | -$4.91K | 0.12% | 186 |
|
|
2023
Q4 | $1.01M | Buy |
13,418
+2
| +0% | +$150 | 0.13% | 177 |
|
|
2023
Q3 | $914K | Sell |
13,416
-2,556
| -16% | -$174K | 0.13% | 157 |
|
|
2023
Q2 | $1.13M | Buy |
15,972
+90
| +0.6% | +$6.34K | 0.15% | 135 |
|
|
2023
Q1 | $1.01M | Sell |
15,882
-6,504
| -29% | -$416K | 0.15% | 143 |
|
|
2022
Q4 | $1.31M | Buy |
22,386
+3,135
| +16% | +$183K | 0.14% | 153 |
|
|
2022
Q3 | $1.11M | Buy |
19,251
+2,500
| +15% | +$145K | 0.24% | 93 |
|
|
2022
Q2 | $1.01K | Buy |
16,751
+3,554
| +27% | +$215 | 0.09% | 116 |
|
|
2022
Q1 | $1.01M | Buy |
13,197
+1,163
| +10% | +$88.8K | 0.18% | 118 |
|
|
2021
Q4 | $1.01M | Sell |
12,034
-849
| -7% | -$71K | 0.18% | 135 |
|
|
2021
Q3 | $952K | Buy |
12,883
+104
| +0.8% | +$7.69K | 0.17% | 145 |
|
|
2021
Q2 | $929K | Sell |
12,779
-12,012
| -48% | -$873K | 0.17% | 138 |
|
|
2021
Q1 | $1.6M | Buy |
24,791
+12,508
| +102% | +$806K | 0.15% | 142 |
|
|
2020
Q4 | $784K | Buy |
12,283
+8,662
| +239% | +$553K | 0.14% | 140 |
|
|
2020
Q3 | $837K | Sell |
3,621
-273
| -7% | -$63.1K | 0.21% | 111 |
|
|
2020
Q2 | $808K | Sell |
3,894
-49
| -1% | -$10.2K | 0.19% | 107 |
|
|
2020
Q1 | $651K | Buy |
+3,943
| New | +$651K | 0.2% | 104 |
|