TritonPoint Wealth’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 | $1.28M | Buy |
11,629
+162
| +1% | +$17.8K | 0.12% | 138 |
|
|
2025
Q1 | $1.06M | Buy |
11,467
+742
| +7% | +$68.9K | 0.1% | 152 |
|
|
2024
Q4 | $1.09M | Sell |
10,725
-358
| -3% | -$36.3K | 0.1% | 146 |
|
|
2024
Q3 | $1.06M | Hold |
11,083
| – | – | 0.1% | 147 |
|
|
2024
Q2 | $1.03M | Sell |
11,083
-188
| -2% | -$17.4K | 0.1% | 145 |
|
|
2024
Q1 | $904K | Sell |
11,271
-771
| -6% | -$61.9K | 0.09% | 151 |
|
|
2023
Q4 | $904K | Buy |
+12,042
| New | +$904K | 0.09% | 158 |
|