Tranquility Partners’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 | $224K | Buy |
+2,034
| New | +$224K | 0.08% | 199 |
|
2024
Q3 | – | Sell |
-2,750
| Closed | -$254K | – | 221 |
|
2024
Q2 | $254K | Buy |
2,750
+2
| +0.1% | +$185 | 0.1% | 192 |
|
2024
Q1 | $232K | Sell |
2,748
-12
| -0.4% | -$1.01K | 0.09% | 202 |
|
2023
Q4 | $207K | Sell |
2,760
-1,029
| -27% | -$77.3K | 0.09% | 196 |
|
2023
Q3 | $259K | Buy |
3,789
+640
| +20% | +$43.8K | 0.11% | 182 |
|
2023
Q2 | $222K | Buy |
+3,149
| New | +$222K | 0.1% | 202 |
|
2022
Q4 | – | Sell |
-7,895
| Closed | -$457K | – | 208 |
|
2022
Q3 | $457K | Buy |
7,895
+35
| +0.4% | +$2.03K | 0.25% | 106 |
|
2022
Q2 | $474K | Buy |
+7,860
| New | +$474K | 0.25% | 114 |
|