Tidemark’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 | $833K | Sell |
7,570
-252
| -3% | -$27.7K | 0.27% | 51 |
|
|
2025
Q1 | $726K | Buy |
7,822
+3
| +0% | +$279 | 0.27% | 53 |
|
|
2024
Q4 | $794K | Buy |
7,819
+5
| +0.1% | +$508 | 0.3% | 49 |
|
|
2024
Q3 | $748K | Buy |
7,814
+4
| +0.1% | +$383 | 0.31% | 51 |
|
|
2024
Q2 | $723K | Sell |
7,810
-745
| -9% | -$68.9K | 0.33% | 50 |
|
|
2024
Q1 | $722K | Sell |
8,555
-157
| -2% | -$13.3K | 0.4% | 51 |
|
|
2023
Q4 | $654K | Buy |
+8,712
| New | +$654K | 0.41% | 46 |
|