SevenBridge Financial 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 | $246K | Hold |
2,128
| – | – | 0.04% | 194 |
|
|
2025
Q1 | $214K | Sell |
2,128
-196
| -8% | -$19.7K | 0.04% | 209 |
|
|
2024
Q4 | $245K | Buy |
2,324
+196
| +9% | +$20.6K | 0.05% | 199 |
|
|
2024
Q3 | $215K | Buy |
+2,128
| New | +$215K | 0.04% | 211 |
|
|
2022
Q1 | – | Sell |
-2,672
| Closed | -$224K | – | 163 |
|
|
2021
Q4 | $224K | Buy |
+2,672
| New | +$224K | 0.07% | 162 |
|
|
2019
Q3 | – | Sell |
-544
| Closed | -$24K | – | 353 |
|
|
2019
Q2 | $24K | Hold |
544
| – | – | 0.01% | 352 |
|
|
2019
Q1 | $23K | Hold |
544
| – | – | 0.01% | 317 |
|
|
2018
Q4 | $20K | Hold |
544
| – | – | 0.01% | 305 |
|
|
2018
Q3 | $24K | Hold |
544
| – | – | 0.01% | 321 |
|
|
2018
Q2 | $22K | Hold |
544
| – | – | 0.01% | 335 |
|
|
2018
Q1 | $21K | Sell |
544
-312
| -36% | -$12K | 0.01% | 345 |
|
|
2017
Q4 | $33K | Buy |
+856
| New | +$33K | 0.02% | 311 |
|