Sage Financial Group’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 | $612K | Hold |
5,562
| – | – | 0.05% | 61 |
|
|
2025
Q1 | $516K | Hold |
5,562
| – | – | 0.04% | 68 |
|
|
2024
Q4 | $565K | Hold |
5,562
| – | – | 0.05% | 62 |
|
|
2024
Q3 | $533K | Hold |
5,562
| – | – | 0.04% | 65 |
|
|
2024
Q2 | $515K | Hold |
5,562
| – | – | 0.04% | 64 |
|
|
2024
Q1 | $470K | Hold |
5,562
| – | – | 0.04% | 69 |
|
|
2023
Q4 | $418K | Hold |
5,562
| – | – | 0.04% | 73 |
|
|
2023
Q3 | $381K | Buy |
5,562
+250
| +5% | +$17.1K | 0.04% | 72 |
|
|
2023
Q2 | $374K | Hold |
5,312
| – | – | 0.04% | 74 |
|
|
2023
Q1 | $339K | Hold |
5,312
| – | – | 0.04% | 78 |
|
|
2022
Q4 | $311K | Sell |
5,312
-3,000
| -36% | -$175K | 0.04% | 79 |
|
|
2022
Q3 | $481K | Buy |
8,312
+3,000
| +56% | +$174K | 0.07% | 58 |
|
|
2022
Q2 | $321K | Buy |
+5,312
| New | +$321K | 0.04% | 69 |
|