Sage Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.11M | Sell |
32,524
-603
| -2% | -$57.7K | 3.26% | 8 |
|
|
2024
Q2 | $3.07M | Buy |
33,127
+844
| +3% | +$78.1K | 3.47% | 7 |
|
|
2024
Q1 | $2.73M | Sell |
32,283
-180
| -0.6% | -$15.2K | 3.13% | 8 |
|
|
2023
Q4 | $2.44M | Buy |
32,463
+8,452
| +35% | +$635K | 2.96% | 8 |
|
|
2023
Q3 | $1.64M | Sell |
24,011
-1,111
| -4% | -$76K | 2.25% | 18 |
|
|
2023
Q2 | $1.77M | Sell |
25,122
-944
| -4% | -$66.5K | 2.37% | 17 |
|
|
2023
Q1 | $1.67M | Buy |
26,066
+1,206
| +5% | +$77.1K | 2.23% | 16 |
|
|
2022
Q4 | $1.45M | Buy |
24,860
+1,372
| +6% | +$80.3K | 2.07% | 20 |
|
|
2022
Q3 | $1.36M | Buy |
23,488
+3,746
| +19% | +$217K | 2.15% | 18 |
|
|
2022
Q2 | $1.19M | Buy |
19,742
+3,052
| +18% | +$184K | 1.86% | 19 |
|
|
2022
Q1 | $1.28M | Buy |
16,690
+3,139
| +23% | +$240K | 1.69% | 22 |
|
|
2021
Q4 | $1.13M | Buy |
+13,551
| New | +$1.13M | 1.46% | 24 |
|