Trifecta Capital Advisors’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 | $24.2K | Hold |
220
| – | – | ﹤0.01% | 207 |
|
|
2025
Q1 | $20.4K | Sell |
220
-2
| -0.9% | -$186 | ﹤0.01% | 184 |
|
|
2024
Q4 | $22.5K | Sell |
222
-311
| -58% | -$31.6K | ﹤0.01% | 184 |
|
|
2024
Q3 | $51K | Hold |
533
| – | – | 0.01% | 141 |
|
|
2024
Q2 | $49.3K | Sell |
533
-308
| -37% | -$28.5K | 0.01% | 143 |
|
|
2024
Q1 | $71K | Sell |
841
-497
| -37% | -$42K | 0.02% | 125 |
|
|
2023
Q4 | $100K | Buy |
1,338
+495
| +59% | +$37.2K | 0.03% | 105 |
|
|
2023
Q3 | $57.7K | Hold |
843
| – | – | 0.02% | 130 |
|
|
2023
Q2 | $59.4K | Hold |
843
| – | – | 0.02% | 132 |
|
|
2023
Q1 | $53.9K | Hold |
843
| – | – | 0.02% | 141 |
|
|
2022
Q4 | $49.3K | Buy |
+843
| New | +$49.3K | 0.02% | 129 |
|