Semmax Financial 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 | $1.32M | Sell |
11,522
-2,452
| -18% | -$281K | 0.34% | 83 |
|
|
2025
Q1 | $1.36M | Buy |
13,974
+567
| +4% | +$55K | 0.37% | 81 |
|
|
2024
Q4 | $1.43M | Buy |
13,407
+1,451
| +12% | +$154K | 0.38% | 77 |
|
|
2024
Q3 | $1.21M | Buy |
11,956
+83
| +0.7% | +$8.39K | 0.33% | 81 |
|
|
2024
Q2 | $1.07M | Buy |
11,873
+5,117
| +76% | +$463K | 0.32% | 83 |
|
|
2024
Q1 | $573K | Buy |
6,756
+5,783
| +594% | +$490K | 0.19% | 98 |
|
|
2023
Q4 | $78.4K | Buy |
973
+868
| +827% | +$69.9K | 0.03% | 128 |
|
|
2023
Q3 | $7.43K | Buy |
+105
| New | +$7.43K | ﹤0.01% | 208 |
|