O'Connor Financial Group’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 | $523K | Sell |
4,722
-19
| -0.4% | -$2.11K | 0.23% | 39 |
|
|
2025
Q1 | $440K | Buy |
4,741
+526
| +12% | +$48.8K | 0.23% | 37 |
|
|
2024
Q4 | $428K | Hold |
4,215
| – | – | 0.22% | 36 |
|
|
2024
Q3 | $404K | Sell |
4,215
-664
| -14% | -$63.6K | 0.21% | 36 |
|
|
2024
Q2 | $452K | Sell |
4,879
-19
| -0.4% | -$1.76K | 0.26% | 34 |
|
|
2024
Q1 | $414K | Sell |
4,898
-24
| -0.5% | -$2.03K | 0.25% | 32 |
|
|
2023
Q4 | $370K | Sell |
4,922
-41
| -0.8% | -$3.08K | 0.23% | 44 |
|
|
2023
Q3 | $340K | Buy |
4,963
+4
| +0.1% | +$274 | 0.23% | 44 |
|
|
2023
Q2 | $350K | Buy |
4,959
+495
| +11% | +$34.9K | 0.24% | 42 |
|
|
2023
Q1 | $285K | Buy |
+4,464
| New | +$285K | 0.21% | 48 |
|