NBC Securities’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 | $374K | Buy |
3,403
+1,229
| +57% | +$135K | 0.03% | 605 |
|
|
2025
Q1 | $201K | Buy |
2,174
+2,172
| +108,600% | +$201K | 0.02% | 782 |
|
|
2024
Q4 | $225 | Sell |
2
-1,571
| -100% | -$177K | 0.02% | 718 |
|
|
2024
Q3 | $150K | Hold |
1,573
| – | – | 0.01% | 875 |
|
|
2024
Q2 | $145K | Hold |
1,573
| – | – | 0.01% | 857 |
|
|
2024
Q1 | $132K | Hold |
1,573
| – | – | 0.01% | 879 |
|
|
2023
Q4 | $118K | Sell |
1,573
-3
| -0.2% | -$225 | 0.01% | 899 |
|
|
2023
Q3 | $107K | Buy |
+1,576
| New | +$107K | 0.01% | 909 |
|