Newton One Investments’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 | $455K | Hold |
4,135
| – | – | 0.14% | 28 |
|
|
2025
Q1 | $384K | Hold |
4,135
| – | – | 0.14% | 27 |
|
|
2024
Q4 | $420K | Sell |
4,135
-387
| -9% | -$39.3K | 0.16% | 27 |
|
|
2024
Q3 | $433K | Sell |
4,522
-92
| -2% | -$8.81K | 0.17% | 26 |
|
|
2024
Q2 | $427K | Sell |
4,614
-558
| -11% | -$51.6K | 0.18% | 26 |
|
|
2024
Q1 | $437K | Sell |
5,172
-89
| -2% | -$7.52K | 0.19% | 27 |
|
|
2023
Q4 | $395K | Buy |
5,261
+32
| +0.6% | +$2.4K | 0.18% | 26 |
|
|
2023
Q3 | $358K | Hold |
5,229
| – | – | 0.21% | 29 |
|
|
2023
Q2 | $369K | Buy |
5,229
+11
| +0.2% | +$775 | 0.21% | 29 |
|
|
2023
Q1 | $333K | Buy |
5,218
+606
| +13% | +$38.7K | 0.2% | 29 |
|
|
2022
Q4 | $270K | Buy |
+4,612
| New | +$270K | 0.17% | 31 |
|