Spirepoint Private Client’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 | $3.08M | Sell |
27,984
-3,000
| -10% | -$330K | 0.35% | 65 |
|
|
2025
Q1 | $2.88M | Hold |
30,984
| – | – | 0.38% | 60 |
|
|
2024
Q4 | $3.15M | Hold |
30,984
| – | – | 0.39% | 57 |
|
|
2024
Q3 | $2.97M | Hold |
30,984
| – | – | 0.39% | 59 |
|
|
2024
Q2 | $2.87M | Sell |
30,984
-10,378
| -25% | -$960K | 0.41% | 54 |
|
|
2024
Q1 | $3.49M | Buy |
+41,362
| New | +$3.49M | 0.53% | 45 |
|