Sierra Capital’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 | $4.13M | Hold |
37,532
| – | – | 0.48% | 52 |
|
|
2025
Q1 | $3.48M | Hold |
37,532
| – | – | 0.42% | 56 |
|
|
2024
Q4 | $3.81M | Hold |
37,532
| – | – | 0.45% | 59 |
|
|
2024
Q3 | $3.59M | Hold |
37,532
| – | – | 0.43% | 61 |
|
|
2024
Q2 | $3.47M | Hold |
37,532
| – | – | 0.46% | 55 |
|
|
2024
Q1 | $3.17M | Buy |
+37,532
| New | +$3.17M | 0.41% | 60 |
|
|
2023
Q2 | – | Sell |
-3,800
| Closed | -$243K | – | 183 |
|
|
2023
Q1 | $243K | Hold |
3,800
| – | – | 0.04% | 163 |
|
|
2022
Q4 | $222K | Hold |
3,800
| – | – | 0.04% | 176 |
|
|
2022
Q3 | $220K | Hold |
3,800
| – | – | 0.04% | 166 |
|
|
2022
Q2 | $229K | Hold |
3,800
| – | – | 0.04% | 179 |
|
|
2022
Q1 | $290K | Hold |
3,800
| – | – | 0.05% | 177 |
|
|
2021
Q4 | $318K | Hold |
3,800
| – | – | 0.05% | 177 |
|
|
2021
Q3 | $306K | Buy |
+3,800
| New | +$306K | 0.05% | 158 |
|