Verum 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 | $1.01M | Buy |
9,178
+8
| +0.1% | +$881 | 0.23% | 61 |
|
|
2025
Q1 | $851K | Sell |
9,170
-26
| -0.3% | -$2.41K | 0.23% | 59 |
|
|
2024
Q4 | $934K | Buy |
9,196
+9
| +0.1% | +$914 | 0.27% | 60 |
|
|
2024
Q3 | $880K | Buy |
9,187
+11
| +0.1% | +$1.05K | 0.26% | 62 |
|
|
2024
Q2 | $849K | Buy |
9,176
+5
| +0.1% | +$463 | 0.27% | 58 |
|
|
2024
Q1 | $774K | Sell |
9,171
-790
| -8% | -$66.7K | 0.28% | 62 |
|
|
2023
Q4 | $748K | Buy |
9,961
+47
| +0.5% | +$3.53K | 0.3% | 63 |
|
|
2023
Q3 | $678K | Buy |
9,914
+2,756
| +39% | +$189K | 0.3% | 62 |
|
|
2023
Q2 | $505K | Buy |
7,158
+10
| +0.1% | +$705 | 0.46% | 47 |
|
|
2023
Q1 | $457K | Sell |
7,148
-223
| -3% | -$14.2K | 0.49% | 39 |
|
|
2022
Q4 | $431K | Buy |
+7,371
| New | +$431K | 0.53% | 43 |
|