Pacifica 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 | $16.4K | Hold |
150
| – | – | 0.01% | 299 |
|
|
2025
Q1 | $13.4K | Hold |
150
| – | – | 0.01% | 309 |
|
|
2024
Q4 | $15.2K | Sell |
150
-20
| -12% | -$2.03K | 0.01% | 311 |
|
|
2024
Q3 | $16.3K | Buy |
+170
| New | +$16.3K | 0.01% | 318 |
|
|
2022
Q3 | – | Sell |
-114
| Closed | -$7K | – | 486 |
|
|
2022
Q2 | $7K | Sell |
114
-301
| -73% | -$18.5K | ﹤0.01% | 339 |
|
|
2022
Q1 | $30K | Buy |
+415
| New | +$30K | 0.02% | 210 |
|
|
2020
Q3 | – | Sell |
-724
| Closed | -$38K | – | 359 |
|
|
2020
Q2 | $38K | Hold |
724
| – | – | 0.04% | 138 |
|
|
2020
Q1 | $31K | Hold |
724
| – | – | 0.04% | 156 |
|
|
2019
Q4 | $35K | Buy |
+724
| New | +$35K | 0.03% | 160 |
|