Sutton Place Investors’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 | $2.31M | Sell |
20,975
-3,666
| -15% | -$404K | 1.39% | 17 |
|
|
2025
Q1 | $2.29M | Buy |
24,641
+583
| +2% | +$54.1K | 1.54% | 15 |
|
|
2024
Q4 | $2.44M | Sell |
24,058
-441
| -2% | -$44.8K | 1.41% | 14 |
|
|
2024
Q3 | $2.35M | Sell |
24,499
-314
| -1% | -$30.1K | 1.43% | 15 |
|
|
2024
Q2 | $2.3M | Buy |
24,813
+10,540
| +74% | +$975K | 1.53% | 15 |
|
|
2024
Q1 | $1.21M | Buy |
14,273
+9,996
| +234% | +$844K | 0.6% | 46 |
|
|
2023
Q4 | $321K | Buy |
4,277
+332
| +8% | +$24.9K | 0.23% | 99 |
|
|
2023
Q3 | $270K | Buy |
+3,945
| New | +$270K | 0.35% | 57 |
|
|
2022
Q3 | – | Sell |
-6,393
| Closed | -$386K | – | 67 |
|
|
2022
Q2 | $386K | Hold |
6,393
| – | – | 0.56% | 43 |
|
|
2022
Q1 | $443K | Sell |
6,393
-151
| -2% | -$10.5K | 0.53% | 42 |
|
|
2021
Q4 | $548K | Buy |
+6,544
| New | +$548K | 0.63% | 43 |
|