Stephen J. Garry & Associates’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 | $838K | Hold |
7,610
| – | – | 0.72% | 21 |
|
|
2025
Q1 | $706K | Hold |
7,610
| – | – | 0.66% | 21 |
|
|
2024
Q4 | $773K | Buy |
7,610
+1,500
| +25% | +$152K | 0.71% | 22 |
|
|
2024
Q3 | $585K | Hold |
6,110
| – | – | 0.56% | 22 |
|
|
2024
Q2 | $565K | Sell |
6,110
-550
| -8% | -$50.9K | 0.57% | 22 |
|
|
2024
Q1 | $562K | Sell |
6,660
-472
| -7% | -$39.9K | 0.58% | 23 |
|
|
2023
Q4 | $536K | Buy |
+7,132
| New | +$536K | 0.59% | 22 |
|