True Vision MN’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 | $8.63M | Sell |
78,363
-7,173
| -8% | -$790K | 4.77% | 5 |
|
2025
Q1 | $7.94M | Buy |
85,536
+79
| +0.1% | +$7.33K | 4.75% | 4 |
|
2024
Q4 | $8.68M | Sell |
85,457
-3,466
| -4% | -$352K | 5.15% | 3 |
|
2024
Q3 | $8.51M | Sell |
88,923
-5,631
| -6% | -$539K | 5.09% | 3 |
|
2024
Q2 | $8.75M | Buy |
94,554
+37,658
| +66% | +$3.48M | 5.68% | 3 |
|
2024
Q1 | $4.7M | Buy |
56,896
+36,581
| +180% | +$3.02M | 3.31% | 6 |
|
2023
Q4 | $1.53M | Buy |
+20,315
| New | +$1.53M | 1.23% | 23 |
|