NewEdge Wealth’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 | $2.97M | Buy |
26,052
+864
| +3% | +$98.4K | 0.05% | 300 |
|
|
2025
Q1 | $2.34M | Buy |
25,188
+7,901
| +46% | +$733K | 0.04% | 324 |
|
|
2024
Q4 | $1.76M | Buy |
17,287
+380
| +2% | +$38.6K | 0.03% | 379 |
|
|
2024
Q3 | $1.62M | Buy |
16,907
+4,995
| +42% | +$478K | 0.03% | 381 |
|
|
2024
Q2 | $1.1M | Sell |
11,912
-1,217
| -9% | -$113K | 0.02% | 401 |
|
|
2024
Q1 | $1.07M | Buy |
13,129
+2,526
| +24% | +$207K | 0.02% | 417 |
|
|
2023
Q4 | $796K | Buy |
+10,603
| New | +$796K | 0.02% | 437 |
|