Lifeworks 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 | $1.15M | Sell |
10,461
-890
| -8% | -$98K | 0.17% | 115 |
|
|
2025
Q1 | $1.05M | Buy |
11,351
+415
| +4% | +$38.5K | 0.18% | 118 |
|
|
2024
Q4 | $1.11M | Sell |
10,936
-672
| -6% | -$68.2K | 0.2% | 111 |
|
|
2024
Q3 | $1.11M | Buy |
11,608
+79
| +0.7% | +$7.56K | 0.22% | 108 |
|
|
2024
Q2 | $1.07M | Buy |
11,529
+5,039
| +78% | +$466K | 0.3% | 84 |
|
|
2024
Q1 | $548K | Buy |
+6,490
| New | +$548K | 0.15% | 123 |
|