Whalerock Point 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 | $291K | Hold |
2,646
| – | – | 0.06% | 153 |
|
|
2025
Q1 | $246K | Hold |
2,646
| – | – | 0.06% | 167 |
|
|
2024
Q4 | $269K | Hold |
2,646
| – | – | 0.06% | 157 |
|
|
2024
Q3 | $253K | Hold |
2,646
| – | – | 0.06% | 165 |
|
|
2024
Q2 | $245K | Hold |
2,646
| – | – | 0.07% | 147 |
|
|
2024
Q1 | $223K | Buy |
+2,646
| New | +$223K | 0.06% | 161 |
|