Investment Research & 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 | $786K | Buy |
7,143
+8
| +0.1% | +$881 | 0.29% | 49 |
|
|
2025
Q1 | $662K | Hold |
7,135
| – | – | 0.28% | 48 |
|
|
2024
Q4 | $724K | Hold |
7,135
| – | – | 0.3% | 49 |
|
|
2024
Q3 | $683K | Hold |
7,135
| – | – | 0.29% | 49 |
|
|
2024
Q2 | $660K | Hold |
7,135
| – | – | 0.29% | 50 |
|
|
2024
Q1 | $602K | Hold |
7,135
| – | – | 0.28% | 47 |
|
|
2023
Q4 | $536K | Hold |
7,135
| – | – | 0.27% | 52 |
|
|
2023
Q3 | $488K | Hold |
7,135
| – | – | 0.28% | 51 |
|
|
2023
Q2 | $503K | Hold |
7,135
| – | – | 0.29% | 48 |
|
|
2023
Q1 | $456K | Hold |
7,135
| – | – | 0.29% | 49 |
|
|
2022
Q4 | $417K | Hold |
7,135
| – | – | 0.27% | 49 |
|
|
2022
Q3 | $413K | Hold |
7,135
| – | – | 0.31% | 48 |
|
|
2022
Q2 | $431K | Hold |
7,135
| – | – | 0.31% | 47 |
|
|
2022
Q1 | $546K | Sell |
7,135
-2
| -0% | -$153 | 0.34% | 44 |
|
|
2021
Q4 | $597K | Sell |
7,137
-3,027
| -30% | -$253K | 0.36% | 43 |
|
|
2021
Q3 | $756K | Hold |
10,164
| – | – | 0.5% | 39 |
|
|
2021
Q2 | $739K | Buy |
+10,164
| New | +$739K | 0.49% | 39 |
|