Thoroughbred Financial Services’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
Q1 | – | Sell |
-1,998
| Closed | -$202K | – | 707 |
|
|
2024
Q4 | $202K | Buy |
+1,998
| New | +$202K | 0.01% | 656 |
|
|
2022
Q1 | – | Sell |
-2,504
| Closed | -$209K | – | 373 |
|
|
2021
Q4 | $209K | Sell |
2,504
-243
| -9% | -$20.3K | 0.04% | 321 |
|
|
2021
Q3 | $203K | Sell |
2,747
-345
| -11% | -$25.5K | 0.05% | 311 |
|
|
2021
Q2 | $225K | Hold |
3,092
| – | – | 0.06% | 279 |
|
|
2021
Q1 | $201K | Buy |
+3,092
| New | +$201K | 0.06% | 266 |
|