Simplicity Wealth’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 | $12.5M | Buy |
113,773
+48,827
| +75% | +$5.38M | 0.52% | 39 |
|
|
2025
Q1 | $6.03M | Buy |
+64,946
| New | +$6.03M | 0.47% | 40 |
|
|
2024
Q4 | – | Sell |
-67,699
| Closed | -$6.48M | – | 441 |
|
|
2024
Q3 | $6.48M | Sell |
67,699
-82,588
| -55% | -$7.91M | 0.6% | 35 |
|
|
2024
Q2 | $13.9M | Buy |
150,287
+7,588
| +5% | +$702K | 0.31% | 60 |
|
|
2024
Q1 | $12M | Buy |
142,699
+128,502
| +905% | +$10.9M | 0.29% | 70 |
|
|
2023
Q4 | $1.07M | Buy |
14,197
+3,114
| +28% | +$234K | 0.41% | 43 |
|
|
2023
Q3 | $758K | Buy |
+11,083
| New | +$758K | 0.44% | 34 |
|