Prosperity Capital 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 | $2.7M | Sell |
24,558
-1,432
| -6% | -$158K | 0.25% | 71 |
|
|
2025
Q1 | $2.43M | Buy |
25,990
+2,916
| +13% | +$273K | 0.19% | 89 |
|
|
2024
Q4 | $2.34M | Buy |
23,074
+1,657
| +8% | +$168K | 0.19% | 87 |
|
|
2024
Q3 | $2.05M | Buy |
21,417
+3,403
| +19% | +$326K | 0.17% | 98 |
|
|
2024
Q2 | $1.67M | Buy |
18,014
+8,347
| +86% | +$773K | 0.18% | 84 |
|
|
2024
Q1 | $817K | Sell |
9,667
-87,331
| -90% | -$7.38M | 0.1% | 161 |
|
|
2023
Q4 | $7.28M | Buy |
96,998
+9,929
| +11% | +$746K | 0.79% | 23 |
|
|
2023
Q3 | $5.96M | Buy |
87,069
+65,224
| +299% | +$4.46M | 0.79% | 23 |
|
|
2023
Q2 | $1.54M | Buy |
+21,845
| New | +$1.54M | 0.22% | 67 |
|