Vanguard Personalized Indexing Management’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
$1.68M Sell
15,298
-230
-1% -$25.3K 0.02% 628
2025
Q1
$1.44M Buy
15,528
+8,569
+123% +$795K 0.02% 618
2024
Q4
$707K Buy
6,959
+841
+14% +$85.4K 0.01% 950
2024
Q3
$586K Sell
6,118
-292
-5% -$28K 0.01% 1025
2024
Q2
$593K Buy
6,410
+1,869
+41% +$173K 0.01% 959
2024
Q1
$383K Buy
+4,541
New +$383K 0.01% 1149