Scarborough Advisors’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 | – | Sell |
-145,734
| Closed | -$13.5M | – | 480 |
|
|
2025
Q1 | $13.5M | Buy |
145,734
+2,277
| +2% | +$211K | 1.93% | 13 |
|
|
2024
Q4 | $14.6M | Sell |
143,457
-8,216
| -5% | -$834K | 2.06% | 15 |
|
|
2024
Q3 | $14.5M | Buy |
+151,673
| New | +$14.5M | 2.35% | 14 |
|
|
2024
Q1 | – | Sell |
-42,842
| Closed | -$3.22M | – | 550 |
|
|
2023
Q4 | $3.22M | Buy |
42,842
+466
| +1% | +$35K | 0.66% | 35 |
|
|
2023
Q3 | $2.9M | Buy |
+42,376
| New | +$2.9M | 0.7% | 35 |
|