MRA Advisory 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 | $303K | Buy |
2,748
+2
| +0.1% | +$220 | 0.14% | 99 |
|
|
2025
Q1 | $255K | Buy |
2,746
+2
| +0.1% | +$186 | 0.14% | 97 |
|
|
2024
Q4 | $279K | Buy |
2,744
+2
| +0.1% | +$203 | 0.15% | 79 |
|
|
2024
Q3 | $263K | Buy |
2,742
+4
| +0.1% | +$383 | 0.14% | 78 |
|
|
2024
Q2 | $253K | Buy |
2,738
+3
| +0.1% | +$278 | 0.14% | 82 |
|
|
2024
Q1 | $231K | Buy |
2,735
+2
| +0.1% | +$169 | 0.14% | 87 |
|
|
2023
Q4 | $205K | Buy |
+2,733
| New | +$205K | 0.14% | 95 |
|
|
2022
Q3 | – | Sell |
-3,489
| Closed | -$211K | – | 102 |
|
|
2022
Q2 | $211K | Sell |
3,489
-581
| -14% | -$35.1K | 0.18% | 88 |
|
|
2022
Q1 | $311K | Buy |
4,070
+5
| +0.1% | +$382 | 0.24% | 74 |
|
|
2021
Q4 | $340K | Buy |
4,065
+4
| +0.1% | +$335 | 0.26% | 72 |
|
|
2021
Q3 | $300K | Sell |
4,061
-196
| -5% | -$14.5K | 0.25% | 84 |
|
|
2021
Q2 | $310K | Sell |
4,257
-213
| -5% | -$15.5K | 0.27% | 79 |
|
|
2021
Q1 | $291K | Buy |
4,470
+5
| +0.1% | +$326 | 0.27% | 76 |
|
|
2020
Q4 | $285K | Buy |
+4,465
| New | +$285K | 0.28% | 78 |
|