Sachetta’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
$539K Sell
4,896
-140
-3% -$15.4K 0.21% 86
2025
Q1
$468K Sell
5,036
-1,201
-19% -$111K 0.19% 94
2024
Q4
$633K Sell
6,237
-91
-1% -$9.24K 0.25% 79
2024
Q3
$606K Buy
6,328
+1
+0% +$96 0.24% 81
2024
Q2
$562K Buy
6,327
+944
+18% +$83.9K 0.24% 83
2024
Q1
$404K Hold
5,383
0.19% 95
2023
Q4
$404K Buy
+5,383
New +$404K 0.19% 95