Richard W. Paul & Associates’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 |
-76
| Closed | -$7.72K | – | 427 |
|
|
2024
Q4 | $7.72K | Hold |
76
| – | – | ﹤0.01% | 325 |
|
|
2024
Q3 | $7.28K | Hold |
76
| – | – | ﹤0.01% | 330 |
|
|
2024
Q2 | $7.03K | Hold |
76
| – | – | ﹤0.01% | 327 |
|
|
2024
Q1 | $6.42K | Hold |
76
| – | – | ﹤0.01% | 342 |
|
|
2023
Q4 | $5.71K | Hold |
76
| – | – | ﹤0.01% | 345 |
|
|
2023
Q3 | $5.2K | Hold |
76
| – | – | ﹤0.01% | 336 |
|
|
2023
Q2 | $5.36K | Hold |
76
| – | – | ﹤0.01% | 357 |
|
|
2023
Q1 | $4.86K | Hold |
76
| – | – | ﹤0.01% | 376 |
|
|
2022
Q4 | $4.45K | Buy |
+76
| New | +$4.45K | ﹤0.01% | 380 |
|