Norris Perne & French’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 | $205K | Buy |
+1,860
| New | +$205K | 0.01% | 150 |
|
|
2016
Q2 | – | Sell |
-8,020
| Closed | -$232K | – | 142 |
|
|
2016
Q1 | $232K | Hold |
8,020
| – | – | 0.05% | 131 |
|
|
2015
Q4 | $232K | Sell |
8,020
-900
| -10% | -$26K | 0.05% | 137 |
|
|
2015
Q3 | $240K | Sell |
8,920
-1,000
| -10% | -$26.9K | 0.06% | 127 |
|
|
2015
Q2 | $282K | Sell |
9,920
-12,620
| -56% | -$359K | 0.05% | 123 |
|
|
2015
Q1 | $642K | Sell |
22,540
-220
| -1% | -$6.27K | 0.12% | 88 |
|
|
2014
Q4 | $635K | Sell |
22,760
-2,660
| -10% | -$74.2K | 0.12% | 93 |
|
|
2014
Q3 | $679K | Sell |
25,420
-684
| -3% | -$18.3K | 0.13% | 87 |
|
|
2014
Q2 | $686K | Sell |
26,104
-856
| -3% | -$22.5K | 0.13% | 90 |
|
|
2014
Q1 | $673K | Buy |
+26,960
| New | +$673K | 0.13% | 88 |
|