Novare Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$10.1M Buy
2025
Q2
$8.61M Sell
2025
Q1
$7.75M Buy
2024
Q4
$6.61M Buy
2024
Q3
$3.2M Buy
2024
Q2
$2.87M Sell
2024
Q1
$3.67M Buy
2023
Q4
$1.54M Sell
2023
Q3
$1.76M Buy
2023
Q2
$1.18M Buy
2023
Q1
$724K Buy
2022
Q4
$469K Sell
2022
Q3
$797K Buy
2022
Q2
$710K Sell
2022
Q1
$1.29M Buy
2021
Q4
$1.33M Buy
2016
Q2
Sell
2016
Q1
$1.61M Buy
2015
Q4
$1.18M Buy