MSH 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 | $6.01M | Sell |
54,554
-2,472
| -4% | -$272K | 1.73% | 10 |
|
|
2025
Q1 | $5.29M | Buy |
57,026
+1,523
| +3% | +$141K | 1.64% | 11 |
|
|
2024
Q4 | $5.64M | Buy |
55,503
+2,244
| +4% | +$228K | 1.77% | 10 |
|
|
2024
Q3 | $5.1M | Sell |
53,259
-392
| -0.7% | -$37.5K | 1.56% | 14 |
|
|
2024
Q2 | $4.96M | Buy |
53,651
+7,931
| +17% | +$734K | 1.66% | 13 |
|
|
2024
Q1 | $3.86M | Sell |
45,720
-1,734
| -4% | -$146K | 1.36% | 18 |
|
|
2023
Q4 | $3.56M | Buy |
47,454
+1,427
| +3% | +$107K | 1.33% | 17 |
|
|
2023
Q3 | $3.15M | Sell |
46,027
-1,437
| -3% | -$98.3K | 1.24% | 18 |
|
|
2023
Q2 | $3.35M | Buy |
47,464
+1,665
| +4% | +$117K | 1.23% | 19 |
|
|
2023
Q1 | $2.93M | Buy |
45,799
+420
| +0.9% | +$26.8K | 1.25% | 15 |
|
|
2022
Q4 | $2.65M | Sell |
45,379
-1,695
| -4% | -$99.2K | 1.2% | 19 |
|
|
2022
Q3 | $2.72M | Buy |
47,074
+1,247
| +3% | +$72.1K | 1.34% | 15 |
|
|
2022
Q2 | $2.77M | Buy |
45,827
+1,650
| +4% | +$99.6K | 1.29% | 16 |
|
|
2022
Q1 | $3.37M | Buy |
44,177
+5,710
| +15% | +$436K | 1.39% | 14 |
|
|
2021
Q4 | $3.22M | Buy |
+38,467
| New | +$3.22M | 1.44% | 14 |
|