Petra Financial Advisors’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 | $378K | Hold |
3,436
| – | – | 0.24% | 102 |
|
|
2025
Q1 | $319K | Hold |
3,436
| – | – | 0.26% | 86 |
|
|
2024
Q4 | $349K | Hold |
3,436
| – | – | 0.24% | 100 |
|
|
2024
Q3 | $329K | Hold |
3,436
| – | – | 0.22% | 102 |
|
|
2024
Q2 | $318K | Hold |
3,436
| – | – | 0.23% | 95 |
|
|
2024
Q1 | $290K | Hold |
3,436
| – | – | 0.21% | 101 |
|
|
2023
Q4 | $258K | Hold |
3,436
| – | – | 0.22% | 100 |
|
|
2023
Q3 | $235K | Hold |
3,436
| – | – | 0.2% | 110 |
|
|
2023
Q2 | $242K | Buy |
+3,436
| New | +$242K | 0.22% | 96 |
|
|
2023
Q1 | – | Sell |
-3,436
| Closed | -$201K | – | 92 |
|
|
2022
Q4 | $201K | Buy |
+3,436
| New | +$201K | 0.22% | 91 |
|