Investment Advisory Group’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 | $8.66M | Buy |
78,634
+3,209
| +4% | +$353K | 2.62% | 7 |
|
|
2025
Q1 | $7M | Buy |
75,425
+909
| +1% | +$84.4K | 2.34% | 8 |
|
|
2024
Q4 | $7.57M | Buy |
74,516
+9,019
| +14% | +$916K | 2.53% | 8 |
|
|
2024
Q3 | $6.27M | Buy |
65,497
+3,074
| +5% | +$294K | 2.18% | 10 |
|
|
2024
Q2 | $5.78M | Buy |
62,423
+2,415
| +4% | +$223K | 2.23% | 9 |
|
|
2024
Q1 | $5.07M | Buy |
60,008
+3,264
| +6% | +$276K | 2.1% | 11 |
|
|
2023
Q4 | $4.26M | Buy |
56,744
+2,707
| +5% | +$203K | 1.96% | 13 |
|
|
2023
Q3 | $3.7M | Buy |
54,037
+551
| +1% | +$37.7K | 1.92% | 13 |
|
|
2023
Q2 | $3.77M | Buy |
53,486
+608
| +1% | +$42.9K | 1.93% | 12 |
|
|
2023
Q1 | $3.38M | Buy |
52,878
+2,010
| +4% | +$128K | 1.94% | 14 |
|
|
2022
Q4 | $2.98M | Buy |
50,868
+319
| +0.6% | +$18.7K | 1.83% | 15 |
|
|
2022
Q3 | $2.92M | Buy |
50,549
+189
| +0.4% | +$10.9K | 2.03% | 13 |
|
|
2022
Q2 | $3.04M | Sell |
50,360
-334
| -0.7% | -$20.1K | 2.07% | 12 |
|
|
2022
Q1 | $3.88M | Sell |
50,694
-53
| -0.1% | -$4.05K | 2.35% | 11 |
|
|
2021
Q4 | $3.85M | Buy |
+50,747
| New | +$3.85M | 2.46% | 11 |
|