Raleigh Capital Management’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 | $1.95M | Sell |
17,715
-2,389
| -12% | -$263K | 0.82% | 34 |
|
|
2025
Q1 | $1.87M | Sell |
20,104
-388
| -2% | -$36K | 0.85% | 32 |
|
|
2024
Q4 | $2.08M | Sell |
20,492
-793
| -4% | -$80.5K | 0.8% | 27 |
|
|
2024
Q3 | $2.04M | Sell |
21,285
-1,649
| -7% | -$158K | 0.79% | 30 |
|
|
2024
Q2 | $2.12M | Buy |
22,934
+7,944
| +53% | +$735K | 0.9% | 20 |
|
|
2024
Q1 | $1.27M | Buy |
14,990
+10,225
| +215% | +$863K | 0.55% | 57 |
|
|
2023
Q4 | $358K | Sell |
4,765
-50
| -1% | -$3.76K | 0.17% | 134 |
|
|
2023
Q3 | $329K | Buy |
+4,815
| New | +$329K | 0.17% | 129 |
|
|
2022
Q4 | – | Sell |
-761
| Closed | -$44K | – | 837 |
|
|
2022
Q3 | $44K | Buy |
+761
| New | +$44K | 0.03% | 241 |
|