MidAtlantic Capital Management’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 | $1.21M | Sell |
11,006
-202
| -2% | -$22.2K | 0.86% | 32 |
|
|
2025
Q1 | $1.04M | Hold |
11,208
| – | – | 0.82% | 32 |
|
|
2024
Q4 | $1.14M | Hold |
11,208
| – | – | 0.83% | 31 |
|
|
2024
Q3 | $1.07M | Hold |
11,208
| – | – | 0.78% | 30 |
|
|
2024
Q2 | $1.04M | Hold |
11,208
| – | – | 0.87% | 27 |
|
|
2024
Q1 | $946K | Hold |
11,208
| – | – | 0.83% | 30 |
|
|
2023
Q4 | $842K | Buy |
+11,208
| New | +$842K | 0.82% | 29 |
|