Westside Investment 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
Q2 | $61.1K | Hold |
555
| – | – | 0.01% | 427 |
|
|
2025
Q1 | $51.5K | Buy |
555
+75
| +16% | +$6.96K | 0.01% | 401 |
|
|
2024
Q4 | $48.7K | Hold |
480
| – | – | 0.01% | 412 |
|
|
2024
Q3 | $46K | Hold |
480
| – | – | 0.01% | 415 |
|
|
2024
Q2 | $44.4K | Hold |
480
| – | – | 0.01% | 403 |
|
|
2024
Q1 | $40.5K | Hold |
480
| – | – | 0.01% | 407 |
|
|
2023
Q4 | $36K | Hold |
480
| – | – | 0.01% | 403 |
|
|
2023
Q3 | $32.8K | Hold |
480
| – | – | 0.01% | 406 |
|
|
2023
Q2 | $33.8K | Hold |
480
| – | – | 0.01% | 415 |
|
|
2023
Q1 | $30.7K | Hold |
480
| – | – | 0.01% | 432 |
|
|
2022
Q4 | $28 | Buy |
+480
| New | +$28 | ﹤0.01% | 485 |
|
|
2019
Q2 | $108 | Buy |
+2,432
| New | +$108 | ﹤0.01% | 243 |
|
|
2018
Q4 | $91.6K | Sell |
2,432
-8,484
| -78% | -$320K | 0.03% | 222 |
|
|
2018
Q3 | $249K | Buy |
10,916
+8,484
| +349% | +$194K | 0.08% | 130 |
|
|
2018
Q2 | $99.5K | Hold |
2,432
| – | – | 0.04% | 229 |
|
|
2018
Q1 | $92K | Hold |
2,432
| – | – | 0.05% | 223 |
|
|
2017
Q4 | $96K | Hold |
2,432
| – | – | 0.05% | 222 |
|
|
2017
Q3 | $88.3K | Hold |
2,432
| – | – | 0.05% | 212 |
|
|
2017
Q2 | $83.6K | Hold |
2,432
| – | – | 0.05% | 217 |
|
|
2017
Q1 | $79.8K | Buy |
+2,432
| New | +$79.8K | 0.04% | 215 |
|