Rise 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 | $90.3K | Buy |
820
+1
| +0.1% | +$110 | 0.04% | 164 |
|
|
2025
Q1 | $76K | Buy |
819
+1
| +0.1% | +$93 | 0.03% | 178 |
|
|
2024
Q4 | $83K | Buy |
818
+1
| +0.1% | +$102 | 0.04% | 155 |
|
|
2024
Q3 | $78.2K | Buy |
817
+1
| +0.1% | +$96 | 0.04% | 166 |
|
|
2024
Q2 | $75.5K | Buy |
816
+1
| +0.1% | +$92 | 0.04% | 176 |
|
|
2024
Q1 | $68.8K | Buy |
815
+1
| +0.1% | +$84 | 0.04% | 183 |
|
|
2023
Q4 | $61.1K | Buy |
814
+5
| +0.6% | +$376 | 0.04% | 137 |
|
|
2023
Q3 | $55.4K | Sell |
809
-263
| -25% | -$18K | 0.04% | 130 |
|
|
2023
Q2 | $75.6K | Buy |
1,072
+2
| +0.2% | +$141 | 0.06% | 121 |
|
|
2023
Q1 | $68.4K | Buy |
1,070
+3
| +0.3% | +$192 | 0.05% | 133 |
|
|
2022
Q4 | $62.4K | Buy |
1,067
+3
| +0.3% | +$175 | 0.05% | 136 |
|
|
2022
Q3 | $62K | Buy |
1,064
+2
| +0.2% | +$117 | 0.05% | 132 |
|
|
2022
Q2 | $64K | Sell |
1,062
-1,537
| -59% | -$92.6K | 0.06% | 122 |
|
|
2022
Q1 | $199K | Buy |
2,599
+4
| +0.2% | +$306 | 0.18% | 68 |
|
|
2021
Q4 | $217K | Buy |
+2,595
| New | +$217K | 0.21% | 61 |
|