West Branch 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 | $119K | Sell |
1,084
-164
| -13% | -$18.1K | 0.04% | 101 |
|
|
2025
Q1 | $116K | Buy |
1,248
+1
| +0.1% | +$93 | 0.04% | 107 |
|
|
2024
Q4 | $127K | Buy |
1,247
+2
| +0.2% | +$203 | 0.04% | 102 |
|
|
2024
Q3 | $119K | Buy |
1,245
+2
| +0.2% | +$191 | 0.04% | 104 |
|
|
2024
Q2 | $115K | Buy |
1,243
+1
| +0.1% | +$93 | 0.04% | 112 |
|
|
2024
Q1 | $105K | Buy |
1,242
+1
| +0.1% | +$84 | 0.04% | 122 |
|
|
2023
Q4 | $93.2K | Sell |
1,241
-60
| -5% | -$4.51K | 0.04% | 123 |
|
|
2023
Q3 | $89K | Hold |
1,301
| – | – | 0.05% | 119 |
|
|
2023
Q2 | $91.7K | Buy |
1,301
+3
| +0.2% | +$211 | 0.05% | 118 |
|
|
2023
Q1 | $82.9K | Buy |
1,298
+4
| +0.3% | +$256 | 0.05% | 125 |
|
|
2022
Q4 | $75.7K | Sell |
1,294
-1,237
| -49% | -$72.4K | 0.05% | 134 |
|
|
2022
Q3 | $146K | Buy |
2,531
+1,243
| +97% | +$71.7K | 0.09% | 91 |
|
|
2022
Q2 | $78K | Buy |
1,288
+2
| +0.2% | +$121 | 0.05% | 139 |
|
|
2022
Q1 | $98K | Sell |
1,286
-46
| -3% | -$3.51K | 0.05% | 132 |
|
|
2021
Q4 | $111K | Sell |
1,332
-1
| -0.1% | -$83 | 0.05% | 135 |
|
|
2021
Q3 | $99K | Buy |
1,333
+2
| +0.2% | +$149 | 0.05% | 135 |
|
|
2021
Q2 | $97K | Buy |
+1,331
| New | +$97K | 0.05% | 141 |
|