Voisard Asset Management Group’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 | $252K | Hold |
2,292
| – | – | 0.07% | 77 |
|
|
2025
Q1 | $213K | Hold |
2,292
| – | – | 0.06% | 76 |
|
|
2024
Q4 | $233K | Hold |
2,292
| – | – | 0.08% | 73 |
|
|
2024
Q3 | $219K | Sell |
2,292
-88
| -4% | -$8.43K | 0.09% | 79 |
|
|
2024
Q2 | $220K | Hold |
2,380
| – | – | 0.11% | 53 |
|
|
2024
Q1 | $201K | Hold |
2,380
| – | – | 0.11% | 51 |
|
|
2023
Q4 | $179K | Buy |
+2,380
| New | +$179K | 0.11% | 55 |
|