Lion Street 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 | $969K | Buy |
8,805
+1,159
| +15% | +$128K | 0.29% | 78 |
|
|
2025
Q1 | $710K | Buy |
7,646
+1,361
| +22% | +$126K | 0.23% | 100 |
|
|
2024
Q4 | $638K | Buy |
6,285
+1,448
| +30% | +$147K | 0.2% | 107 |
|
|
2024
Q3 | $463K | Buy |
4,837
+1,075
| +29% | +$103K | 0.16% | 142 |
|
|
2024
Q2 | $348K | Buy |
+3,762
| New | +$348K | 0.13% | 178 |
|
|
2022
Q2 | – | Sell |
-4,484
| Closed | -$342K | – | 159 |
|
|
2022
Q1 | $342K | Buy |
+4,484
| New | +$342K | 0.18% | 91 |
|