Plum Street 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 | $302K | Buy |
2,741
+90
| +3% | +$9.91K | 0.13% | 77 |
|
|
2025
Q1 | $246K | Hold |
2,651
| – | – | 0.12% | 77 |
|
|
2024
Q4 | $269K | Hold |
2,651
| – | – | 0.13% | 75 |
|
|
2024
Q3 | $254K | Hold |
2,651
| – | – | 0.13% | 77 |
|
|
2024
Q2 | $245K | Hold |
2,651
| – | – | 0.14% | 63 |
|
|
2024
Q1 | $254K | Buy |
+2,651
| New | +$254K | 0.13% | 77 |
|