MidWestOne Financial Group’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 | $488K | Hold |
4,435
| – | – | 0.06% | 208 |
|
|
2025
Q1 | $412K | Hold |
4,435
| – | – | 0.06% | 208 |
|
|
2024
Q4 | $450K | Hold |
4,435
| – | – | 0.06% | 211 |
|
|
2024
Q3 | $425K | Buy |
4,435
+419
| +10% | +$40.1K | 0.06% | 217 |
|
|
2024
Q2 | $372K | Hold |
4,016
| – | – | 0.07% | 223 |
|
|
2024
Q1 | $339K | Hold |
4,016
| – | – | 0.06% | 239 |
|
|
2023
Q4 | $302K | Hold |
4,016
| – | – | 0.06% | 238 |
|
|
2023
Q3 | $275K | Sell |
4,016
-272
| -6% | -$18.6K | 0.06% | 233 |
|
|
2023
Q2 | $302K | Hold |
4,288
| – | – | 0.07% | 229 |
|
|
2023
Q1 | $274K | Buy |
4,288
+272
| +7% | +$17.4K | 0.06% | 228 |
|
|
2022
Q4 | $235K | Sell |
4,016
-566
| -12% | -$33.1K | 0.05% | 223 |
|
|
2022
Q3 | $265K | Buy |
4,582
+566
| +14% | +$32.7K | 0.07% | 201 |
|
|
2022
Q2 | $242K | Hold |
4,016
| – | – | 0.06% | 211 |
|
|
2022
Q1 | $307K | Hold |
4,016
| – | – | 0.07% | 211 |
|
|
2021
Q4 | $336K | Hold |
4,016
| – | – | 0.07% | 203 |
|
|
2021
Q3 | $297K | Hold |
4,016
| – | – | 0.07% | 201 |
|
|
2021
Q2 | $292K | Buy |
+4,016
| New | +$292K | 0.07% | 194 |
|