Morningstar Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-103,651
| Closed | -$9.87M | – | 261 |
|
|
2024
Q3 | $9.87M | Buy |
103,651
+26,392
| +34% | +$2.51M | 0.1% | 126 |
|
|
2024
Q2 | $7.2M | Buy |
77,259
+45,355
| +142% | +$4.23M | 0.08% | 131 |
|
|
2024
Q1 | $2.7M | Buy |
31,904
+13,568
| +74% | +$1.15M | 0.03% | 150 |
|
|
2023
Q4 | $1.38M | Buy |
18,336
+13,647
| +291% | +$1.03M | 0.01% | 208 |
|
|
2023
Q3 | $322K | Buy |
+4,689
| New | +$322K | ﹤0.01% | 240 |
|