Macroview Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-304
| Closed | -$29.1K | – | 312 |
|
|
2024
Q3 | $29.1K | Hold |
304
| – | – | 0.03% | 155 |
|
|
2024
Q2 | $28.1K | Hold |
304
| – | – | 0.03% | 158 |
|
|
2024
Q1 | $25.7K | Buy |
304
+76
| +33% | +$6.11K | 0.03% | 172 |
|
|
2023
Q4 | $17.1K | Buy |
228
+1
| +0.4% | +$71 | 0.02% | 196 |
|
|
2023
Q3 | $15.5K | Hold |
227
| – | – | 0.02% | 189 |
|
|
2023
Q2 | $16K | Buy |
227
+1
| +0.4% | +$66 | 0.02% | 157 |
|
|
2023
Q1 | $14.4K | Hold |
226
| – | – | 0.02% | 155 |
|
|
2022
Q4 | $13.2K | Buy |
226
+1
| +0.4% | +$60 | 0.02% | 161 |
|
|
2022
Q3 | $13K | Hold |
225
| – | – | 0.02% | 140 |
|
|
2022
Q2 | $14K | Buy |
225
+1
| +0.4% | +$66 | 0.02% | 154 |
|
|
2022
Q1 | $17K | Buy |
224
+13
| +6% | +$977 | 0.02% | 145 |
|
|
2021
Q4 | $18K | Sell |
211
-246
| -54% | -$19.8K | 0.02% | 179 |
|
|
2021
Q3 | $34K | Hold |
457
| – | – | 0.04% | 110 |
|
|
2021
Q2 | $33K | Sell |
457
-215
| -32% | -$14.9K | 0.04% | 116 |
|
|
2021
Q1 | $44K | Sell |
672
-1
| -0.1% | -$65 | 0.06% | 88 |
|
|
2020
Q4 | $43K | Buy |
673
+1
| +0.1% | +$61 | 0.06% | 87 |
|
|
2020
Q3 | $39K | Buy |
672
+48
| +8% | +$2.72K | 0.07% | 88 |
|
|
2020
Q2 | $32K | Sell |
624
-24
| -4% | -$1.15K | 0.07% | 90 |
|
|
2020
Q1 | $27K | Buy |
648
+372
| +135% | +$17.6K | 0.06% | 90 |
|
|
2019
Q4 | $13K | Buy |
276
+116
| +73% | +$5.38K | 0.03% | 130 |
|
|
2019
Q3 | $7K | Hold |
160
| – | – | 0.02% | 153 |
|
|
2019
Q2 | $7K | Hold |
160
| – | – | 0.02% | 157 |
|
|
2019
Q1 | $7K | Hold |
160
| – | – | 0.02% | 164 |
|
|
2018
Q4 | $6K | Hold |
160
| – | – | 0.02% | 150 |
|
|
2018
Q3 | $7K | Hold |
160
| – | – | 0.02% | 142 |
|
|
2018
Q2 | $7K | Hold |
160
| – | – | 0.02% | 138 |
|
|
2018
Q1 | $6K | Hold |
160
| – | – | 0.02% | 134 |
|
|
2017
Q4 | $6K | Hold |
160
| – | – | 0.03% | 91 |
|
|
2017
Q3 | $6K | Hold |
160
| – | – | 0.03% | 102 |
|
|
2017
Q2 | $5K | Hold |
160
| – | – | 0.03% | 140 |
|
|
2017
Q1 | $5K | Hold |
160
| – | – | 0.03% | 82 |
|
|
2016
Q4 | $5K | Sell |
160
-344
| -68% | -$10.4K | 0.03% | 80 |
|
|
2016
Q3 | $15K | Buy |
+504
| New | +$15.3K | 0.07% | 57 |
|
Other funds holding IVW
Macroview Investment Management's IVW Position: Q4 2024 in Review
Macroview Investment Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2024, closing a stake of 304 shares — an estimated $29.1K sold.
Macroview Investment Management first reported a position in IVW in Q3 2016 and held it in 33 quarters. The position peaked at $44K in Q1 2021. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.
- Macroview Investment Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
- Macroview Investment Management sold 304 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $29.1K.
- Macroview Investment Management first reported a position in iShares S&P 500 Growth ETF in Q3 2016 and held it in 33 quarters.
- Macroview Investment Management's iShares S&P 500 Growth ETF position peaked at $44K in Q1 2021.
- 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.
Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.