NorthLanding Financial Partners’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 | $998K | Buy |
9,068
+8
| +0.1% | +$881 | 0.88% | 16 |
|
|
2025
Q1 | $841K | Sell |
9,060
-91
| -1% | -$8.45K | 0.83% | 18 |
|
|
2024
Q4 | $929K | Buy |
9,151
+74
| +0.8% | +$7.51K | 0.94% | 17 |
|
|
2024
Q3 | $869K | Sell |
9,077
-26
| -0.3% | -$2.49K | 0.86% | 17 |
|
|
2024
Q2 | $842K | Sell |
9,103
-42
| -0.5% | -$3.89K | 0.89% | 17 |
|
|
2024
Q1 | $772K | Sell |
9,145
-230
| -2% | -$19.4K | 0.84% | 18 |
|
|
2023
Q4 | $704K | Buy |
9,375
+42
| +0.5% | +$3.15K | 0.83% | 18 |
|
|
2023
Q3 | $639K | Buy |
9,333
+69
| +0.7% | +$4.72K | 0.82% | 18 |
|
|
2023
Q2 | $653K | Sell |
9,264
-3,940
| -30% | -$278K | 0.85% | 18 |
|
|
2023
Q1 | $844K | Buy |
13,204
+7
| +0.1% | +$447 | 0.59% | 29 |
|
|
2022
Q4 | $772K | Sell |
13,197
-1,195
| -8% | -$69.9K | 0.55% | 31 |
|
|
2022
Q3 | $833K | Buy |
+14,392
| New | +$833K | 0.66% | 26 |
|