JB Capital’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 | $132M | Sell |
1,201,867
-96,167
| -7% | -$10.6M | 6.41% | 5 |
|
|
2025
Q1 | $120M | Buy |
1,298,034
+48,503
| +4% | +$4.5M | 6.64% | 4 |
|
|
2024
Q4 | $127M | Sell |
1,249,531
-21,705
| -2% | -$2.2M | 7.1% | 3 |
|
|
2024
Q3 | $122M | Sell |
1,271,236
-45,107
| -3% | -$4.32M | 6.99% | 3 |
|
|
2024
Q2 | $122M | Buy |
1,316,343
+509,234
| +63% | +$47.1M | 7.63% | 2 |
|
|
2024
Q1 | $68.2M | Buy |
807,109
+506,414
| +168% | +$42.8M | 4.54% | 5 |
|
|
2023
Q4 | $22.6M | Buy |
300,695
+14,055
| +5% | +$1.06M | 1.67% | 14 |
|
|
2023
Q3 | $19.6M | Buy |
286,640
+283,638
| +9,448% | +$19.4M | 1.66% | 12 |
|
|
2023
Q2 | $212K | Buy |
+3,002
| New | +$212K | 0.02% | 165 |
|