OA
Operose Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Sell |
21,804
-66
| -0.3% | -$7.27K | 0.68% | 23 |
|
|
2025
Q1 | $2.03M | Sell |
21,870
-223
| -1% | -$20.7K | 0.67% | 23 |
|
|
2024
Q4 | $2.24M | Buy |
22,093
+1,055
| +5% | +$107K | 0.77% | 21 |
|
|
2024
Q3 | $2.01M | Buy |
21,038
+5,378
| +34% | +$515K | 0.65% | 19 |
|
|
2024
Q2 | $1.45M | Hold |
15,660
| – | – | 0.51% | 25 |
|
|
2024
Q1 | $1.32M | Buy |
+15,660
| New | +$1.32M | 0.45% | 27 |
|