Summit Financial’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 | $1.49M | Sell |
13,534
-2,049
| -13% | -$226K | 0.03% | 343 |
|
|
2025
Q1 | $1.45M | Buy |
15,583
+4,369
| +39% | +$406K | 0.04% | 310 |
|
|
2024
Q4 | $1.14M | Buy |
11,214
+2,167
| +24% | +$220K | 0.04% | 292 |
|
|
2024
Q3 | $866K | Buy |
9,047
+4,059
| +81% | +$389K | 0.03% | 285 |
|
|
2024
Q2 | $462K | Buy |
4,988
+582
| +13% | +$53.9K | 0.02% | 338 |
|
|
2024
Q1 | $372K | Buy |
4,406
+579
| +15% | +$48.9K | 0.02% | 296 |
|
|
2023
Q4 | $287K | Buy |
3,827
+15
| +0.4% | +$1.13K | 0.02% | 301 |
|
|
2023
Q3 | $262K | Buy |
3,812
+28
| +0.7% | +$1.92K | 0.02% | 299 |
|
|
2023
Q2 | $267K | Buy |
3,784
+339
| +10% | +$23.9K | 0.02% | 289 |
|
|
2023
Q1 | $220K | Sell |
3,445
-106
| -3% | -$6.77K | 0.02% | 241 |
|
|
2022
Q4 | $208K | Buy |
+3,551
| New | +$208K | 0.02% | 237 |
|