INVST’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
Q1 | $13.2M | Sell |
141,699
-96,916
| -41% | -$9M | 1.8% | 12 |
|
2024
Q4 | $24.2M | Sell |
238,615
-5,646
| -2% | -$573K | 2.94% | 6 |
|
2024
Q3 | $23.4M | Sell |
244,261
-141,355
| -37% | -$13.5M | 2.83% | 7 |
|
2024
Q2 | $36M | Buy |
385,616
+179,491
| +87% | +$16.7M | 3.97% | 3 |
|
2024
Q1 | $17.4M | Buy |
206,125
+201,145
| +4,039% | +$17M | 2.07% | 13 |
|
2023
Q4 | $399K | Sell |
4,980
-60,239
| -92% | -$4.83M | 0.05% | 160 |
|
2023
Q3 | $4.46M | Buy |
65,219
+61,968
| +1,906% | +$4.24M | 0.65% | 35 |
|
2023
Q2 | $229K | Buy |
+3,251
| New | +$229K | 0.03% | 165 |
|