Latitude 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 | $1.16M | Sell |
10,521
-1,249
| -11% | -$138K | 0.58% | 37 |
|
|
2025
Q1 | $1.09M | Sell |
11,770
-524
| -4% | -$48.6K | 0.64% | 38 |
|
|
2024
Q4 | $1.25M | Buy |
12,294
+4,712
| +62% | +$478K | 0.7% | 33 |
|
|
2024
Q3 | $726K | Buy |
7,582
+3,247
| +75% | +$311K | 0.41% | 64 |
|
|
2024
Q2 | $401K | Buy |
4,335
+1,648
| +61% | +$153K | 0.25% | 96 |
|
|
2024
Q1 | $227K | Buy |
+2,687
| New | +$227K | 0.14% | 154 |
|
|
2022
Q2 | – | Sell |
-6,666
| Closed | -$509K | – | 225 |
|
|
2022
Q1 | $509K | Buy |
+6,666
| New | +$509K | 0.11% | 176 |
|