Klingman & Associates’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 | $383K | Hold |
3,482
| – | – | 0.02% | 207 |
|
|
2025
Q1 | $323K | Sell |
3,482
-2,300
| -40% | -$214K | 0.02% | 214 |
|
|
2024
Q4 | $587K | Hold |
5,782
| – | – | 0.04% | 135 |
|
|
2024
Q3 | $554K | Hold |
5,782
| – | – | 0.03% | 149 |
|
|
2024
Q2 | $535K | Hold |
5,782
| – | – | 0.04% | 135 |
|
|
2024
Q1 | $488K | Hold |
5,782
| – | – | 0.03% | 137 |
|
|
2023
Q4 | $434K | Hold |
5,782
| – | – | 0.03% | 145 |
|
|
2023
Q3 | $396K | Sell |
5,782
-1,097
| -16% | -$75.1K | 0.03% | 151 |
|
|
2023
Q2 | $485K | Buy |
+6,879
| New | +$485K | 0.04% | 129 |
|
|
2022
Q1 | – | Sell |
-2,596
| Closed | -$217K | – | 209 |
|
|
2021
Q4 | $217K | Buy |
+2,596
| New | +$217K | 0.02% | 172 |
|