&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 | $38.2M | Buy |
346,573
+132,045
| +62% | +$14.5M | 0.29% | 73 |
|
|
2025
Q1 | $19.8M | Sell |
214,528
-13,104
| -6% | -$1.21M | 0.21% | 103 |
|
|
2024
Q4 | $23.5M | Buy |
227,632
+45,259
| +25% | +$4.67M | 0.28% | 77 |
|
|
2024
Q3 | $17.6M | Buy |
182,373
+78,964
| +76% | +$7.61M | 0.34% | 68 |
|
|
2024
Q2 | $9.57M | Buy |
103,409
+86,941
| +528% | +$8.05M | 0.42% | 58 |
|
|
2024
Q1 | $1.39M | Buy |
16,468
+8,544
| +108% | +$721K | 0.19% | 104 |
|
|
2023
Q4 | $582K | Buy |
+7,924
| New | +$582K | 0.14% | 140 |
|