Seven Mile Advisory’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 | $712K | Hold |
6,464
| – | – | 0.43% | 38 |
|
|
2025
Q1 | $600K | Hold |
6,464
| – | – | 0.4% | 45 |
|
|
2024
Q4 | $656K | Hold |
6,464
| – | – | 0.42% | 37 |
|
|
2024
Q3 | $619K | Sell |
6,464
-557
| -8% | -$53.3K | 0.41% | 46 |
|
|
2024
Q2 | $650K | Hold |
7,021
| – | – | 0.48% | 40 |
|
|
2024
Q1 | $593K | Sell |
7,021
-24
| -0.3% | -$2.03K | 0.45% | 45 |
|
|
2023
Q4 | $529K | Hold |
7,045
| – | – | 0.46% | 50 |
|
|
2023
Q3 | $482K | Buy |
+7,045
| New | +$482K | 0.51% | 46 |
|