Legacy Private Trust’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 | $230K | Buy |
+2,088
| New | +$230K | 0.01% | 236 |
|
|
2025
Q1 | – | Sell |
-2,088
| Closed | -$212K | – | 253 |
|
|
2024
Q4 | $212K | Buy |
+2,088
| New | +$212K | 0.01% | 228 |
|
|
2022
Q2 | – | Sell |
-2,748
| Closed | -$210K | – | 235 |
|
|
2022
Q1 | $210K | Buy |
2,748
+160
| +6% | +$12.2K | 0.02% | 232 |
|
|
2021
Q4 | $217K | Buy |
+2,588
| New | +$217K | 0.02% | 229 |
|