Oliver Lagore Vanvalin Investment 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 | $563K | Buy |
+6,061
| New | +$563K | 0.22% | 90 |
|
|
2024
Q4 | $624K | Sell |
6,146
-383
| -6% | -$38.9K | 0.16% | 82 |
|
|
2024
Q3 | $625K | Sell |
6,529
-1,337
| -17% | -$128K | 0.17% | 82 |
|
|
2024
Q2 | $728K | Buy |
7,866
+2,687
| +52% | +$249K | 0.21% | 73 |
|
|
2024
Q1 | $437K | Buy |
5,179
+2,924
| +130% | +$247K | 0.13% | 91 |
|
|
2023
Q4 | $169K | Sell |
2,255
-235
| -9% | -$17.7K | 0.06% | 118 |
|
|
2023
Q3 | $170K | Buy |
2,490
+2,431
| +4,120% | +$166K | 0.07% | 128 |
|
|
2023
Q2 | $4.16K | Buy |
59
+43
| +269% | +$3.03K | ﹤0.01% | 592 |
|
|
2023
Q1 | $1.02K | Hold |
16
| – | – | ﹤0.01% | 617 |
|
|
2022
Q4 | $936 | Hold |
16
| – | – | ﹤0.01% | 603 |
|
|
2022
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 583 |
|
|
2022
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 558 |
|
|
2022
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 533 |
|