Rothschild Investment LLC’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 | $1.35M | Buy |
12,244
+2,682
| +28% | +$295K | 0.08% | 187 |
|
|
2025
Q1 | $888K | Buy |
9,562
+7
| +0.1% | +$650 | 0.06% | 245 |
|
|
2024
Q4 | $970K | Sell |
9,555
-745
| -7% | -$75.6K | 0.06% | 241 |
|
|
2024
Q3 | $986K | Sell |
10,300
-3,889
| -27% | -$372K | 0.06% | 235 |
|
|
2024
Q2 | $1.31M | Buy |
14,189
+8
| +0.1% | +$740 | 0.09% | 189 |
|
|
2024
Q1 | $1.2M | Sell |
14,181
-615
| -4% | -$51.9K | 0.09% | 204 |
|
|
2023
Q4 | $1.11M | Sell |
14,796
-171
| -1% | -$12.8K | 0.09% | 173 |
|
|
2023
Q3 | $1.02M | Buy |
14,967
+36
| +0.2% | +$2.46K | 0.09% | 209 |
|
|
2023
Q2 | $1.05M | Sell |
14,931
-712
| -5% | -$50.2K | 0.09% | 212 |
|
|
2023
Q1 | $999K | Buy |
15,643
+34
| +0.2% | +$2.17K | 0.09% | 210 |
|
|
2022
Q4 | $913K | Buy |
15,609
+26
| +0.2% | +$1.52K | 0.08% | 220 |
|
|
2022
Q3 | $901K | Buy |
+15,583
| New | +$901K | 0.09% | 217 |
|