LaSalle St. Investment Advisors’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 | $1.06M | Sell |
9,632
-1,204
| -11% | -$133K | 0.29% | 66 |
|
|
2025
Q1 | $1.01M | Buy |
10,836
+384
| +4% | +$35.6K | 0.24% | 76 |
|
|
2024
Q4 | $1.06M | Buy |
10,452
+2,136
| +26% | +$217K | 0.33% | 57 |
|
|
2024
Q3 | $796K | Buy |
+8,316
| New | +$796K | 0.31% | 58 |
|
|
2023
Q3 | – | Sell |
-2,859
| Closed | -$201K | – | 132 |
|
|
2023
Q2 | $201K | Buy |
+2,859
| New | +$201K | 0.09% | 116 |
|