United Advisor Group’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 | $545K | Buy |
4,946
+527
| +12% | +$58K | 0.09% | 208 |
|
|
2025
Q1 | $410K | Buy |
4,419
+59
| +1% | +$5.48K | 0.08% | 220 |
|
|
2024
Q4 | $443K | Buy |
4,360
+364
| +9% | +$37K | 0.09% | 217 |
|
|
2024
Q3 | $383K | Sell |
3,996
-1,317
| -25% | -$126K | 0.09% | 234 |
|
|
2024
Q2 | $492K | Buy |
5,313
+997
| +23% | +$92.3K | 0.15% | 131 |
|
|
2024
Q1 | $364K | Sell |
4,316
-5,113
| -54% | -$432K | 0.14% | 141 |
|
|
2023
Q4 | $724K | Buy |
+9,429
| New | +$724K | 0.87% | 21 |
|