Lloyd Advisory Services’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 | $884K | Sell |
8,031
-124
| -2% | -$13.7K | 0.43% | 41 |
|
|
2025
Q1 | $757K | Sell |
8,155
-893
| -10% | -$82.9K | 0.38% | 42 |
|
|
2024
Q4 | $919K | Sell |
9,048
-673
| -7% | -$68.3K | 0.44% | 43 |
|
|
2024
Q3 | $931K | Sell |
9,721
-1,293
| -12% | -$124K | 0.45% | 42 |
|
|
2024
Q2 | $1.02M | Buy |
+11,014
| New | +$1.02M | 0.48% | 40 |
|
|
2024
Q1 | – | Sell |
-3,477
| Closed | -$261K | – | 148 |
|
|
2023
Q4 | $261K | Buy |
+3,477
| New | +$261K | 0.12% | 104 |
|
|
2020
Q1 | – | Sell |
-2,404
| Closed | -$116K | – | 342 |
|
|
2019
Q4 | $116K | Buy |
+2,404
| New | +$116K | 0.11% | 87 |
|