Patten & Patten’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 | $248K | Sell |
2,257
-400
| -15% | -$44K | 0.02% | 287 |
|
|
2025
Q1 | $247K | Hold |
2,657
| – | – | 0.02% | 287 |
|
|
2024
Q4 | $270K | Sell |
2,657
-63
| -2% | -$6.4K | 0.02% | 272 |
|
|
2024
Q3 | $260K | Sell |
2,720
-75
| -3% | -$7.18K | 0.02% | 273 |
|
|
2024
Q2 | $259K | Buy |
2,795
+13
| +0.5% | +$1.2K | 0.02% | 270 |
|
|
2024
Q1 | $235K | Hold |
2,782
| – | – | 0.02% | 283 |
|
|
2023
Q4 | $209K | Buy |
+2,782
| New | +$209K | 0.02% | 273 |
|