Lane & 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
Q1 | $2.25M | Sell |
24,255
-401
| -2% | -$37.2K | 1.21% | 25 |
|
|
2024
Q4 | $2.57M | Buy |
24,656
+950
| +4% | +$99K | 1.33% | 19 |
|
|
2024
Q3 | $2.27M | Buy |
23,706
+130
| +0.6% | +$12.4K | 1.24% | 23 |
|
|
2024
Q2 | $2.18M | Buy |
23,576
+1,492
| +7% | +$138K | 1.29% | 22 |
|
|
2024
Q1 | $1.86M | Buy |
22,084
+428
| +2% | +$36.1K | 1.17% | 23 |
|
|
2023
Q4 | $1.63M | Buy |
21,656
+2,285
| +12% | +$172K | 1.18% | 23 |
|
|
2023
Q3 | $1.33M | Buy |
19,371
+1,320
| +7% | +$90.3K | 1.06% | 25 |
|
|
2023
Q2 | $1.27M | Buy |
18,051
+547
| +3% | +$38.6K | 1.01% | 25 |
|
|
2023
Q1 | $1.12M | Sell |
17,504
-166
| -0.9% | -$10.6K | 1% | 26 |
|
|
2022
Q4 | $1.03M | Buy |
+17,670
| New | +$1.03M | 0.98% | 24 |
|