Paladin Advisory 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 | $7.16K | Buy |
65
+32
| +97% | +$3.52K | 0.01% | 204 |
|
|
2025
Q1 | $3.06K | Buy |
33
+12
| +57% | +$1.11K | ﹤0.01% | 219 |
|
|
2024
Q4 | $2.13K | Hold |
21
| – | – | ﹤0.01% | 227 |
|
|
2024
Q3 | $2.01K | Hold |
21
| – | – | ﹤0.01% | 230 |
|
|
2024
Q2 | $1.96K | Buy |
21
+1
| +5% | +$93 | ﹤0.01% | 220 |
|
|
2024
Q1 | $1.69K | Hold |
20
| – | – | ﹤0.01% | 220 |
|
|
2023
Q4 | $1.5K | Hold |
20
| – | – | ﹤0.01% | 223 |
|
|
2023
Q3 | $1.37K | Hold |
20
| – | – | ﹤0.01% | 254 |
|
|
2023
Q2 | $1.41K | Buy |
+20
| New | +$1.41K | ﹤0.01% | 262 |
|