Virtue Capital 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
Q1 | – | Sell |
-7,060
| Closed | -$717K | – | 472 |
|
|
2024
Q4 | $717K | Buy |
+7,060
| New | +$717K | 0.14% | 110 |
|
|
2022
Q2 | – | Sell |
-14,941
| Closed | -$1.14M | – | 345 |
|
|
2022
Q1 | $1.14M | Buy |
+14,941
| New | +$1.14M | 0.18% | 139 |
|
|
2019
Q2 | – | Sell |
-6,108
| Closed | -$263K | – | 226 |
|
|
2019
Q1 | $263K | Sell |
6,108
-1,552
| -20% | -$66.8K | 0.09% | 88 |
|
|
2018
Q4 | $289K | Sell |
7,660
-5,108
| -40% | -$193K | 0.13% | 61 |
|
|
2018
Q3 | $566K | Buy |
12,768
+6,416
| +101% | +$284K | 0.12% | 176 |
|
|
2018
Q2 | $258K | Sell |
6,352
-1,852
| -23% | -$75.2K | 0.13% | 178 |
|
|
2018
Q1 | $321K | Buy |
8,204
+892
| +12% | +$34.9K | 0.17% | 149 |
|
|
2017
Q4 | $279K | Buy |
+7,312
| New | +$279K | 0.16% | 146 |
|