ORBA Wealth Advisors’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 | $603K | Sell |
5,478
-490
| -8% | -$53.9K | 0.55% | 43 |
|
|
2025
Q1 | $554K | Hold |
5,968
| – | – | 0.28% | 61 |
|
|
2024
Q4 | $606K | Hold |
5,968
| – | – | 0.32% | 55 |
|
|
2024
Q3 | $571K | Sell |
5,968
-452
| -7% | -$43.3K | 0.29% | 56 |
|
|
2024
Q2 | $594K | Buy |
6,420
+820
| +15% | +$75.9K | 0.31% | 52 |
|
|
2024
Q1 | $473K | Sell |
5,600
-400
| -7% | -$33.8K | 0.26% | 61 |
|
|
2023
Q4 | $451K | Buy |
+6,000
| New | +$451K | 0.27% | 56 |
|