Silver Oak Securities’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 | $2.82M | Sell |
25,603
-25,902
| -50% | -$2.85M | 0.23% | 94 |
|
|
2025
Q1 | $4.77M | Sell |
51,505
-4,672
| -8% | -$432K | 0.44% | 49 |
|
|
2024
Q4 | $5.75M | Sell |
56,177
-24,227
| -30% | -$2.48M | 0.53% | 40 |
|
|
2024
Q3 | $7.66M | Buy |
80,404
+41,848
| +109% | +$3.98M | 0.81% | 31 |
|
|
2024
Q2 | $3.57M | Buy |
38,556
+4,521
| +13% | +$418K | 0.53% | 47 |
|
|
2024
Q1 | $2.87M | Sell |
34,035
-25,030
| -42% | -$2.11M | 0.44% | 49 |
|
|
2023
Q4 | $4.44M | Buy |
59,065
+48,919
| +482% | +$3.67M | 0.6% | 39 |
|
|
2023
Q3 | $694K | Sell |
10,146
-16,204
| -61% | -$1.11M | 0.15% | 130 |
|
|
2023
Q2 | $1.86M | Sell |
26,350
-2,631
| -9% | -$185K | 0.3% | 77 |
|
|
2023
Q1 | $1.85M | Buy |
28,981
+9,557
| +49% | +$611K | 0.3% | 65 |
|
|
2022
Q4 | $1.14M | Buy |
19,424
+9,278
| +91% | +$543K | 0.21% | 84 |
|
|
2022
Q3 | $694K | Sell |
10,146
-11,786
| -54% | -$806K | 0.15% | 130 |
|
|
2022
Q2 | $1.42M | Sell |
21,932
-5,778
| -21% | -$374K | 0.32% | 62 |
|
|
2022
Q1 | $2.06M | Buy |
+27,710
| New | +$2.06M | 0.42% | 52 |
|