Legacy Capital Group California’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 | $363K | Sell |
3,301
-1,795
| -35% | -$198K | 0.1% | 229 |
|
|
2025
Q1 | $473K | Buy |
5,096
+1,575
| +45% | +$146K | 0.16% | 174 |
|
|
2024
Q4 | $357K | Buy |
3,521
+287
| +9% | +$29.1K | 0.11% | 220 |
|
|
2024
Q3 | $310K | Sell |
3,234
-2,581
| -44% | -$247K | 0.1% | 225 |
|
|
2024
Q2 | $538K | Buy |
5,815
+2,651
| +84% | +$245K | 0.19% | 153 |
|
|
2024
Q1 | $267K | Buy |
3,164
+38
| +1% | +$3.21K | 0.1% | 243 |
|
|
2023
Q4 | $235K | Buy |
3,126
+21
| +0.7% | +$1.58K | 0.09% | 253 |
|
|
2023
Q3 | $212K | Buy |
3,105
+47
| +2% | +$3.22K | 0.09% | 257 |
|
|
2023
Q2 | $216K | Buy |
+3,058
| New | +$216K | 0.09% | 250 |
|