Investment Partners Asset Management’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 | $283K | Buy |
2,572
+20
| +0.8% | +$2.2K | 0.2% | 125 |
|
|
2025
Q1 | $237K | Buy |
2,552
+35
| +1% | +$3.25K | 0.19% | 130 |
|
|
2024
Q4 | $256K | Hold |
2,517
| – | – | 0.2% | 122 |
|
|
2024
Q3 | $241K | Sell |
2,517
-16
| -0.6% | -$1.53K | 0.2% | 121 |
|
|
2024
Q2 | $234K | Buy |
2,533
+15
| +0.6% | +$1.39K | 0.21% | 115 |
|
|
2024
Q1 | $213K | Buy |
+2,518
| New | +$213K | 0.19% | 129 |
|