Taylor Financial Group’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 | $1.2M | Hold |
10,856
| – | – | 0.75% | 32 |
|
|
2025
Q1 | $1.01M | Hold |
10,856
| – | – | 0.7% | 34 |
|
|
2024
Q4 | $1.1M | Hold |
10,856
| – | – | 0.76% | 32 |
|
|
2024
Q3 | $1.04M | Hold |
10,856
| – | – | 0.72% | 34 |
|
|
2024
Q2 | $1M | Hold |
10,856
| – | – | 0.77% | 33 |
|
|
2024
Q1 | $917K | Hold |
10,856
| – | – | 0.7% | 36 |
|
|
2023
Q4 | $815K | Buy |
+10,856
| New | +$815K | 0.67% | 40 |
|