Pinion Investment 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 | $305K | Sell |
2,771
-4,044
| -59% | -$445K | 0.11% | 130 |
|
|
2025
Q1 | $633K | Sell |
6,815
-1,733
| -20% | -$161K | 0.14% | 84 |
|
|
2024
Q4 | $868K | Sell |
8,548
-4,727
| -36% | -$480K | 0.35% | 54 |
|
|
2024
Q3 | $1.27M | Buy |
13,275
+9,884
| +291% | +$946K | 0.53% | 33 |
|
|
2024
Q2 | $314K | Buy |
+3,391
| New | +$314K | 0.16% | 114 |
|
|
2022
Q4 | – | Sell |
-9,019
| Closed | -$522K | – | 140 |
|
|
2022
Q3 | $522K | Hold |
9,019
| – | – | 0.46% | 66 |
|
|
2022
Q2 | $544K | Buy |
+9,019
| New | +$544K | 0.45% | 73 |
|