Tradewinds Capital Management’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 | $88.9K | Sell |
807
-346
| -30% | -$38.1K | 0.02% | 150 |
|
|
2025
Q1 | $107K | Hold |
1,153
| – | – | 0.03% | 135 |
|
|
2024
Q4 | $117K | Hold |
1,153
| – | – | 0.03% | 140 |
|
|
2024
Q3 | $110K | Sell |
1,153
-266
| -19% | -$25.5K | 0.03% | 128 |
|
|
2024
Q2 | $131K | Buy |
+1,419
| New | +$131K | 0.04% | 104 |
|
|
2015
Q3 | – | Sell |
-248
| Closed | -$7K | – | 677 |
|
|
2015
Q2 | $7K | Buy |
+248
| New | +$7K | ﹤0.01% | 450 |
|