Prosperitas Financial’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 |
-32,149
| Closed | -$3.26M | – | 65 |
|
|
2024
Q4 | $3.26M | Buy |
32,149
+696
| +2% | +$70.7K | 1.65% | 18 |
|
|
2024
Q3 | $3.01M | Buy |
31,453
+3,503
| +13% | +$335K | 1.62% | 18 |
|
|
2024
Q2 | $2.59M | Sell |
27,950
-350
| -1% | -$32.4K | 1.58% | 20 |
|
|
2024
Q1 | $2.39M | Buy |
28,300
+686
| +2% | +$57.9K | 1.53% | 19 |
|
|
2023
Q4 | $2.07M | Buy |
27,614
+628
| +2% | +$47.2K | 1.53% | 19 |
|
|
2023
Q3 | $1.85M | Buy |
+26,986
| New | +$1.85M | 1.43% | 20 |
|