Smith, Moore & Co’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 | $323K | Hold |
2,936
| – | – | 0.03% | 383 |
|
|
2025
Q1 | $273K | Buy |
2,936
+272
| +10% | +$25.2K | 0.03% | 393 |
|
|
2024
Q4 | $271K | Hold |
2,664
| – | – | 0.02% | 392 |
|
|
2024
Q3 | $255K | Hold |
2,664
| – | – | 0.02% | 391 |
|
|
2024
Q2 | $247K | Hold |
2,664
| – | – | 0.03% | 386 |
|
|
2024
Q1 | $225K | Sell |
2,664
-110
| -4% | -$9.29K | 0.02% | 389 |
|
|
2023
Q4 | $208K | Buy |
+2,774
| New | +$208K | 0.02% | 388 |
|
|
2017
Q4 | – | Sell |
-12,768
| Closed | -$458K | – | 309 |
|
|
2017
Q3 | $458K | Buy |
12,768
+836
| +7% | +$30K | 0.13% | 155 |
|
|
2017
Q2 | $408K | Buy |
11,932
+2,052
| +21% | +$70.2K | 0.14% | 142 |
|
|
2017
Q1 | $325K | Buy |
+9,880
| New | +$325K | 0.12% | 173 |
|