SageView Advisory 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 | $1.01M | Buy |
8,808
+158
| +2% | +$18K | 0.04% | 240 |
|
|
2025
Q1 | $803K | Buy |
8,650
+2
| +0% | +$186 | 0.03% | 257 |
|
|
2024
Q4 | $878K | Buy |
8,648
+3,658
| +73% | +$371K | 0.04% | 238 |
|
|
2024
Q3 | $478K | Sell |
4,990
-3,990
| -44% | -$382K | 0.02% | 306 |
|
|
2024
Q2 | $831K | Sell |
8,980
-99,249
| -92% | -$9.18M | 0.04% | 251 |
|
|
2024
Q1 | $13.8M | Buy |
108,229
+97,720
| +930% | +$12.4M | 0.69% | 18 |
|
|
2023
Q4 | $829K | Buy |
10,509
+5,546
| +112% | +$438K | 0.04% | 286 |
|
|
2023
Q3 | $340K | Sell |
4,963
-3,415
| -41% | -$234K | 0.02% | 400 |
|
|
2023
Q2 | $590K | Buy |
8,378
+1,662
| +25% | +$117K | 0.03% | 322 |
|
|
2023
Q1 | $429K | Sell |
6,716
-3,148
| -32% | -$201K | 0.03% | 331 |
|
|
2022
Q4 | $577K | Buy |
+9,864
| New | +$577K | 0.05% | 223 |
|