Stratos Investment Management’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 | $976K | Buy |
8,866
+1,445
| +19% | +$159K | 0.04% | 187 |
|
|
2025
Q1 | $689K | Buy |
7,421
+1,363
| +22% | +$127K | 0.04% | 186 |
|
|
2024
Q4 | $615K | Buy |
6,058
+1,221
| +25% | +$124K | 0.04% | 160 |
|
|
2024
Q3 | $463K | Buy |
4,837
+273
| +6% | +$26.1K | 0.03% | 165 |
|
|
2024
Q2 | $422K | Buy |
4,564
+631
| +16% | +$58.4K | 0.04% | 155 |
|
|
2024
Q1 | $332K | Buy |
+3,933
| New | +$332K | 0.03% | 157 |
|
|
2022
Q2 | – | Sell |
-2,907
| Closed | -$222K | – | 159 |
|
|
2022
Q1 | $222K | Sell |
2,907
-762
| -21% | -$58.2K | 0.04% | 157 |
|
|
2021
Q4 | $307K | Buy |
+3,669
| New | +$307K | 0.05% | 155 |
|