LGT Financial 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 | $1.18M | Buy |
10,743
+538
| +5% | +$59.2K | 3% | 6 |
|
|
2025
Q1 | $948K | Sell |
10,205
-458
| -4% | -$42.5K | 2.89% | 8 |
|
|
2024
Q4 | $1.08M | Buy |
10,663
+1,514
| +17% | +$154K | 2.4% | 6 |
|
|
2024
Q3 | $876K | Buy |
9,149
+578
| +7% | +$55.4K | 2.16% | 7 |
|
|
2024
Q2 | $793K | Buy |
8,571
+3,231
| +61% | +$299K | 1.67% | 11 |
|
|
2024
Q1 | $451K | Buy |
5,340
+2,278
| +74% | +$192K | 0.52% | 36 |
|
|
2023
Q4 | $230K | Buy |
3,062
+1,081
| +55% | +$81.2K | 0.28% | 76 |
|
|
2023
Q3 | $136K | Buy |
1,981
+839
| +73% | +$57.4K | 0.17% | 128 |
|
|
2023
Q2 | $80.5K | Buy |
+1,142
| New | +$80.5K | 0.09% | 143 |
|