Riverwater Partners’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 |
-2,016
| Closed | -$205K | – | 219 |
|
|
2024
Q4 | $205K | Buy |
+2,016
| New | +$205K | 0.1% | 210 |
|
|
2024
Q2 | – | Sell |
-2,750
| Closed | -$232K | – | 196 |
|
|
2024
Q1 | $232K | Hold |
2,750
| – | – | 0.17% | 175 |
|
|
2023
Q4 | $207K | Sell |
2,750
-542
| -16% | -$40.7K | 0.16% | 192 |
|
|
2023
Q3 | $225K | Buy |
+3,292
| New | +$225K | 0.2% | 169 |
|