Stablepoint Partners’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 | $2.34M | Buy |
21,262
+368
| +2% | +$40.5K | 0.4% | 81 |
|
|
2025
Q1 | $1.94M | Sell |
20,894
-548
| -3% | -$50.9K | 0.35% | 85 |
|
|
2024
Q4 | $2.18M | Sell |
21,442
-220
| -1% | -$22.3K | 0.4% | 83 |
|
|
2024
Q3 | $2.07M | Sell |
21,662
-934
| -4% | -$89.4K | 0.38% | 85 |
|
|
2024
Q2 | $2.03M | Buy |
22,596
+1,162
| +5% | +$105K | 0.39% | 80 |
|
|
2024
Q1 | $1.81M | Buy |
21,434
+6,822
| +47% | +$576K | 0.37% | 84 |
|
|
2023
Q4 | $1.1M | Buy |
+14,612
| New | +$1.1M | 0.28% | 100 |
|