Mill Creek Capital 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 | $6.27M | Buy |
56,976
+2,845
| +5% | +$313K | 0.14% | 48 |
|
|
2025
Q1 | $5.02M | Sell |
54,131
-36
| -0.1% | -$3.34K | 0.12% | 51 |
|
|
2024
Q4 | $5.5M | Hold |
54,167
| – | – | 0.13% | 49 |
|
|
2024
Q3 | $5.19M | Buy |
54,167
+2,551
| +5% | +$244K | 0.12% | 51 |
|
|
2024
Q2 | $4.78M | Sell |
51,616
-1,158
| -2% | -$107K | 0.12% | 58 |
|
|
2024
Q1 | $4.46M | Sell |
52,774
-476
| -0.9% | -$40.2K | 0.12% | 56 |
|
|
2023
Q4 | $4M | Sell |
53,250
-635
| -1% | -$47.7K | 0.12% | 57 |
|
|
2023
Q3 | $3.69M | Hold |
53,885
| – | – | 0.12% | 51 |
|
|
2023
Q2 | $3.8M | Hold |
53,885
| – | – | 0.12% | 51 |
|
|
2023
Q1 | $3.44M | Hold |
53,885
| – | – | 0.13% | 48 |
|
|
2022
Q4 | $3.15M | Buy |
+53,885
| New | +$3.15M | 0.13% | 49 |
|