Sendero Wealth Management’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 | $1.79M | Hold |
16,294
| – | – | 0.22% | 69 |
|
|
2025
Q1 | $1.51M | Hold |
16,294
| – | – | 0.21% | 69 |
|
|
2024
Q4 | $1.65M | Buy |
16,294
+3,936
| +32% | +$400K | 0.25% | 64 |
|
|
2024
Q3 | $1.18M | Hold |
12,358
| – | – | 0.19% | 70 |
|
|
2024
Q2 | $1.14M | Sell |
12,358
-250
| -2% | -$23.1K | 0.19% | 71 |
|
|
2024
Q1 | $1.06M | Hold |
12,608
| – | – | 0.18% | 74 |
|
|
2023
Q4 | $947K | Buy |
12,608
+2,742
| +28% | +$206K | 0.18% | 82 |
|
|
2023
Q3 | $675K | Hold |
9,866
| – | – | 0.14% | 94 |
|
|
2023
Q2 | $695K | Buy |
+9,866
| New | +$695K | 0.15% | 92 |
|