Riversedge 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 | $1.45M | Buy |
13,174
+420
| +3% | +$46.2K | 0.28% | 36 |
|
|
2025
Q1 | $1.18M | Buy |
12,754
+14
| +0.1% | +$1.3K | 0.26% | 41 |
|
|
2024
Q4 | $1.29M | Buy |
12,740
+15
| +0.1% | +$1.52K | 0.29% | 38 |
|
|
2024
Q3 | $1.22M | Buy |
12,725
+10
| +0.1% | +$957 | 0.28% | 35 |
|
|
2024
Q2 | $1.18M | Sell |
12,715
-2,372
| -16% | -$220K | 0.29% | 37 |
|
|
2024
Q1 | $1.27M | Buy |
15,087
+41
| +0.3% | +$3.46K | 0.31% | 32 |
|
|
2023
Q4 | $1.13M | Sell |
15,046
-672
| -4% | -$50.5K | 0.31% | 31 |
|
|
2023
Q3 | $1.08M | Sell |
15,718
-293
| -2% | -$20K | 0.32% | 30 |
|
|
2023
Q2 | $1.13M | Sell |
16,011
-1,452
| -8% | -$102K | 0.31% | 30 |
|
|
2023
Q1 | $1.12M | Buy |
17,463
+3,898
| +29% | +$249K | 0.32% | 36 |
|
|
2022
Q4 | $794K | Sell |
13,565
-18,870
| -58% | -$1.1M | 0.26% | 39 |
|
|
2022
Q3 | $1.88M | Sell |
32,435
-14,658
| -31% | -$848K | 0.68% | 29 |
|
|
2022
Q2 | $2.84M | Buy |
+47,093
| New | +$2.84M | 1.06% | 22 |
|
|
2020
Q1 | – | Sell |
-11,104
| Closed | -$538K | – | 37 |
|
|
2019
Q4 | $538K | Sell |
11,104
-284
| -2% | -$13.8K | 0.64% | 24 |
|
|
2019
Q3 | $504K | Hold |
11,388
| – | – | 0.71% | 22 |
|
|
2019
Q2 | $504K | Buy |
+11,388
| New | +$504K | 0.71% | 22 |
|