United Asset Strategies’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 | $294K | Sell |
2,672
-5
| -0.2% | -$550 | 0.03% | 217 |
|
|
2025
Q1 | $249K | Buy |
2,677
+5
| +0.2% | +$464 | 0.02% | 222 |
|
|
2024
Q4 | $271K | Hold |
2,672
| – | – | 0.02% | 209 |
|
|
2024
Q3 | $256K | Hold |
2,672
| – | – | 0.02% | 214 |
|
|
2024
Q2 | $247K | Hold |
2,672
| – | – | 0.02% | 206 |
|
|
2024
Q1 | $226K | Hold |
2,672
| – | – | 0.02% | 219 |
|
|
2023
Q4 | $201K | Buy |
+2,672
| New | +$201K | 0.02% | 228 |
|
|
2022
Q2 | – | Sell |
-2,672
| Closed | -$204K | – | 220 |
|
|
2022
Q1 | $204K | Buy |
+2,672
| New | +$204K | 0.03% | 199 |
|