Lantz Financial’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 | $5.96M | Sell |
54,137
-2,473
| -4% | -$272K | 1.49% | 16 |
|
|
2025
Q1 | $5.26M | Buy |
56,610
+3,004
| +6% | +$279K | 1.44% | 14 |
|
|
2024
Q4 | $5.44M | Buy |
53,606
+672
| +1% | +$68.2K | 1.45% | 15 |
|
|
2024
Q3 | $5.07M | Buy |
52,934
+960
| +2% | +$91.9K | 1.37% | 14 |
|
|
2024
Q2 | $4.81M | Buy |
51,974
+18,156
| +54% | +$1.68M | 1.49% | 12 |
|
|
2024
Q1 | $2.86M | Buy |
33,818
+21,407
| +172% | +$1.81M | 0.92% | 20 |
|
|
2023
Q4 | $932K | Buy |
12,411
+1,665
| +15% | +$125K | 0.34% | 79 |
|
|
2023
Q3 | $735K | Buy |
+10,746
| New | +$735K | 0.29% | 86 |
|