ORG Partners’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 | $1.67M | Buy |
15,356
+9,535
| +164% | +$1.04M | 0.36% | 59 |
|
|
2025
Q1 | $544K | Buy |
5,821
+758
| +15% | +$70.9K | 0.13% | 139 |
|
|
2024
Q4 | $514K | Sell |
5,063
-610
| -11% | -$62K | 0.07% | 183 |
|
|
2024
Q3 | $543K | Sell |
5,673
-1,754
| -24% | -$168K | 0.09% | 157 |
|
|
2024
Q2 | $693K | Buy |
+7,427
| New | +$693K | 0.09% | 201 |
|
|
2024
Q1 | – | Sell |
-5,388
| Closed | -$405K | – | 807 |
|
|
2023
Q4 | $405K | Buy |
5,388
+3,005
| +126% | +$226K | 0.07% | 197 |
|
|
2023
Q3 | $163K | Sell |
2,383
-2,926
| -55% | -$200K | 0.05% | 316 |
|
|
2023
Q2 | $374K | Buy |
+5,309
| New | +$374K | 0.06% | 270 |
|