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 |
|