Shearwater Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $462K | Hold |
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|
2025
Q2 | $422K | Hold |
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|
2025
Q1 | $356K | Sell |
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|
2024
Q4 | $402K | Sell |
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|
2024
Q3 | $400K | Sell |
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|
2024
Q2 | $400K | Sell |
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|
2024
Q1 | $380K | Sell |
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|
2023
Q4 | $352K | Sell |
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|
2023
Q3 | $331K | Hold |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $315K | Hold |
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|
2022
Q4 | $288K | Hold |
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|
2022
Q3 | $285K | Hold |
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|
2022
Q2 | $297K | Hold |
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|
2022
Q1 | $376K | Hold |
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|
2021
Q4 | $412K | Buy |
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