Veery Capital’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 | $354K | Hold |
3,218
| – | – | 0.12% | 51 |
|
|
2025
Q1 | $299K | Buy |
3,218
+378
| +13% | +$35.1K | 0.12% | 56 |
|
|
2024
Q4 | $288K | Sell |
2,840
-30
| -1% | -$3.05K | 0.11% | 64 |
|
|
2024
Q3 | $275K | Buy |
2,870
+88
| +3% | +$8.43K | 0.1% | 70 |
|
|
2024
Q2 | $257K | Buy |
2,782
+91
| +3% | +$8.42K | 0.1% | 81 |
|
|
2024
Q1 | $227K | Buy |
+2,691
| New | +$227K | 0.09% | 85 |
|
|
2022
Q3 | – | Sell |
-3,333
| Closed | -$201K | – | 75 |
|
|
2022
Q2 | $201K | Sell |
3,333
-374
| -10% | -$22.6K | 0.12% | 68 |
|
|
2022
Q1 | $283K | Sell |
3,707
-322
| -8% | -$24.6K | 0.16% | 61 |
|
|
2021
Q4 | $337K | Buy |
4,029
+12
| +0.3% | +$1K | 0.18% | 58 |
|
|
2021
Q3 | $297K | Buy |
4,017
+12
| +0.3% | +$887 | 0.17% | 61 |
|
|
2021
Q2 | $291K | Buy |
4,005
+682
| +21% | +$49.6K | 0.17% | 61 |
|
|
2021
Q1 | $216K | Buy |
+3,323
| New | +$216K | 0.14% | 66 |
|