NewSquare Capital’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 | $313K | Hold |
2,843
| – | – | 0.02% | 159 |
|
|
2025
Q1 | $264K | Hold |
2,843
| – | – | 0.02% | 164 |
|
|
2024
Q4 | $289K | Buy |
+2,843
| New | +$289K | 0.02% | 159 |
|
|
2024
Q2 | – | Sell |
-2,999
| Closed | -$253K | – | 413 |
|
|
2024
Q1 | $253K | Buy |
2,999
+2,843
| +1,822% | +$240K | 0.02% | 150 |
|
|
2023
Q4 | $11.7K | Hold |
156
| – | – | ﹤0.01% | 264 |
|
|
2023
Q3 | $10.7K | Hold |
156
| – | – | ﹤0.01% | 304 |
|
|
2023
Q2 | $11K | Sell |
156
-64
| -29% | -$4.51K | ﹤0.01% | 332 |
|
|
2023
Q1 | $14.1K | Buy |
220
+64
| +41% | +$4.09K | ﹤0.01% | 311 |
|
|
2022
Q4 | $9.13K | Hold |
156
| – | – | ﹤0.01% | 300 |
|
|
2022
Q3 | $9K | Buy |
+156
| New | +$9K | ﹤0.01% | 260 |
|