Venture Visionary Partners’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 | $1.87M | Buy |
16,958
+618
| +4% | +$68K | 0.07% | 207 |
|
|
2025
Q1 | $1.52M | Buy |
16,340
+520
| +3% | +$48.3K | 0.06% | 231 |
|
|
2024
Q4 | $1.61M | Buy |
15,820
+371
| +2% | +$37.7K | 0.07% | 220 |
|
|
2024
Q3 | $1.48M | Buy |
15,449
+661
| +4% | +$63.3K | 0.06% | 235 |
|
|
2024
Q2 | $1.37M | Buy |
14,788
+50
| +0.3% | +$4.63K | 0.06% | 237 |
|
|
2024
Q1 | $1.24M | Buy |
14,738
+189
| +1% | +$16K | 0.06% | 249 |
|
|
2023
Q4 | $1.09M | Sell |
14,549
-1,054
| -7% | -$79.2K | 0.06% | 242 |
|
|
2023
Q3 | $1.07M | Sell |
15,603
-98
| -0.6% | -$6.71K | 0.06% | 237 |
|
|
2023
Q2 | $1.11M | Sell |
15,701
-398
| -2% | -$28.1K | 0.07% | 228 |
|
|
2023
Q1 | $1.03M | Sell |
16,099
-46
| -0.3% | -$2.94K | 0.07% | 230 |
|
|
2022
Q4 | $944K | Sell |
16,145
-151
| -0.9% | -$8.83K | 0.07% | 228 |
|
|
2022
Q3 | $942K | Sell |
16,296
-41
| -0.3% | -$2.37K | 0.08% | 211 |
|
|
2022
Q2 | $986K | Buy |
16,337
+5
| +0% | +$302 | 0.08% | 204 |
|
|
2022
Q1 | $1.25M | Buy |
16,332
+5
| +0% | +$382 | 0.08% | 198 |
|
|
2021
Q4 | $1.37M | Sell |
16,327
-334
| -2% | -$27.9K | 0.09% | 185 |
|
|
2021
Q3 | $1.23M | Buy |
16,661
+3,252
| +24% | +$240K | 0.09% | 182 |
|
|
2021
Q2 | $975K | Sell |
13,409
-1,042
| -7% | -$75.8K | 0.08% | 212 |
|
|
2021
Q1 | $940K | Buy |
14,451
+73
| +0.5% | +$4.75K | 0.08% | 204 |
|
|
2020
Q4 | $917K | Buy |
+14,378
| New | +$917K | 0.1% | 168 |
|