Sharp Financial Services’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 | $25.1M | Buy |
228,223
+23,728
| +12% | +$2.61M | 16.21% | 2 |
|
|
2025
Q1 | $19M | Buy |
204,495
+149,686
| +273% | +$13.9M | 14.53% | 3 |
|
|
2024
Q4 | $5.56M | Sell |
54,809
-256
| -0.5% | -$26K | 4.22% | 4 |
|
|
2024
Q3 | $5.27M | Buy |
55,065
+3,227
| +6% | +$309K | 4.07% | 4 |
|
|
2024
Q2 | $4.8M | Buy |
51,838
+1,708
| +3% | +$158K | 4.12% | 5 |
|
|
2024
Q1 | $4.23M | Buy |
50,130
+4,300
| +9% | +$363K | 3.94% | 5 |
|
|
2023
Q4 | $3.44M | Buy |
+45,830
| New | +$3.44M | 3.73% | 4 |
|