Vaughan David Investments’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 | $276K | Hold |
2,506
| – | – | 0.01% | 202 |
|
|
2025
Q1 | $233K | Sell |
2,506
-500
| -17% | -$46.5K | 0.01% | 200 |
|
|
2024
Q4 | $305K | Hold |
3,006
| – | – | 0.01% | 179 |
|
|
2024
Q3 | $288K | Hold |
3,006
| – | – | 0.01% | 187 |
|
|
2024
Q2 | $278K | Sell |
3,006
-551
| -15% | -$51K | 0.01% | 183 |
|
|
2024
Q1 | $300K | Sell |
3,557
-1,133
| -24% | -$95.6K | 0.01% | 187 |
|
|
2023
Q4 | $352K | Buy |
+4,690
| New | +$352K | 0.01% | 168 |
|