Rollins Financial 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 | $6.05M | Sell |
54,915
-3,195
| -5% | -$352K | 0.96% | 22 |
|
|
2025
Q1 | $5.39M | Sell |
58,110
-6,228
| -10% | -$578K | 0.94% | 21 |
|
|
2024
Q4 | $6.53M | Sell |
64,338
-7,179
| -10% | -$729K | 1.02% | 21 |
|
|
2024
Q3 | $6.85M | Sell |
71,517
-7,939
| -10% | -$760K | 1.14% | 19 |
|
|
2024
Q2 | $7.35M | Sell |
79,456
-7,934
| -9% | -$734K | 1.26% | 17 |
|
|
2024
Q1 | $7.38M | Sell |
87,390
-13,104
| -13% | -$1.11M | 1.39% | 14 |
|
|
2023
Q4 | $7.55M | Buy |
+100,494
| New | +$7.55M | 1.58% | 12 |
|