Objective Capital Management’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 | $519K | Hold |
4,716
| – | – | 0.58% | 43 |
|
|
2025
Q1 | $438K | Sell |
4,716
-18,341
| -80% | -$1.7M | 0.56% | 46 |
|
|
2024
Q4 | $2.34M | Sell |
23,057
-16,644
| -42% | -$1.69M | 1.56% | 16 |
|
|
2024
Q3 | $3.8M | Buy |
+39,701
| New | +$3.8M | 2.23% | 7 |
|
|
2024
Q1 | $3.38M | Sell |
40,038
-2,495
| -6% | -$211K | 2.28% | 7 |
|
|
2023
Q4 | $3.19M | Sell |
42,533
-3,371
| -7% | -$253K | 2.43% | 8 |
|
|
2023
Q3 | $3.14M | Sell |
45,904
-126
| -0.3% | -$8.62K | 2.79% | 8 |
|
|
2023
Q2 | $3.24M | Sell |
46,030
-2,499
| -5% | -$176K | 2.84% | 8 |
|
|
2023
Q1 | $3.1M | Buy |
48,529
+5
| +0% | +$319 | 2.83% | 8 |
|
|
2022
Q4 | $2.84M | Buy |
48,524
+288
| +0.6% | +$16.8K | 2.82% | 8 |
|
|
2022
Q3 | $2.79M | Buy |
48,236
+605
| +1% | +$35K | 2.98% | 8 |
|
|
2022
Q2 | $2.88M | Sell |
47,631
-1,378
| -3% | -$83.2K | 2.9% | 8 |
|
|
2022
Q1 | $3.74M | Buy |
49,009
+71
| +0.1% | +$5.42K | 2.88% | 8 |
|
|
2021
Q4 | $4.1M | Buy |
+48,938
| New | +$4.1M | 2.9% | 9 |
|