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 |
|