Legacy Capital Group California’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $752K | Buy |
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|
2025
Q4 | $762K | Buy |
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|
2025
Q3 | $713K | Buy |
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|
2025
Q2 | $363K | Sell |
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|
2025
Q1 | $473K | Buy |
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|
2024
Q4 | $357K | Buy |
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|
2024
Q3 | $310K | Sell |
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|
2024
Q2 | $538K | Buy |
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|
2024
Q1 | $267K | Buy |
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|
2023
Q4 | $235K | Buy |
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|
2023
Q3 | $212K | Buy |
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|
2023
Q2 | $216K | Buy |
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