Principal Financial Group’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
Q1 | – | Sell |
-5,501
| Closed | -$559K | – | 2197 |
|
|
2024
Q4 | $559K | Buy |
+5,501
| New | +$559K | ﹤0.01% | 1947 |
|
|
2023
Q1 | – | Sell |
-18,372
| Closed | -$1.07M | – | 2480 |
|
|
2022
Q4 | $1.07M | Buy |
+18,372
| New | +$1.07M | ﹤0.01% | 1852 |
|
|
2022
Q3 | – | Sell |
-29,048
| Closed | -$1.75M | – | 2537 |
|
|
2022
Q2 | $1.75M | Buy |
+29,048
| New | +$1.75M | ﹤0.01% | 1833 |
|