Willner & Heller’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 | $384K | Sell |
3,489
-739
| -17% | -$81.4K | 0.32% | 98 |
|
|
2025
Q1 | $393K | Buy |
4,228
+5
| +0.1% | +$464 | 0.36% | 93 |
|
|
2024
Q4 | $429K | Sell |
4,223
-54
| -1% | -$5.48K | 0.38% | 87 |
|
|
2024
Q3 | $410K | Buy |
4,277
+7
| +0.2% | +$670 | 0.36% | 94 |
|
|
2024
Q2 | $395K | Sell |
4,270
-29
| -0.7% | -$2.68K | 0.38% | 91 |
|
|
2024
Q1 | $363K | Buy |
4,299
+4
| +0.1% | +$338 | 0.36% | 98 |
|
|
2023
Q4 | $323K | Buy |
+4,295
| New | +$323K | 0.36% | 96 |
|
|
2022
Q4 | $255K | Buy |
4,354
+79
| +2% | +$4.62K | 0.36% | 107 |
|
|
2022
Q3 | $247K | Buy |
4,275
+11
| +0.3% | +$636 | 0.4% | 94 |
|
|
2022
Q2 | $257K | Buy |
4,264
+28
| +0.7% | +$1.69K | 0.4% | 98 |
|
|
2022
Q1 | $354K | Sell |
4,236
-20
| -0.5% | -$1.67K | 0.44% | 82 |
|
|
2021
Q4 | $315K | Buy |
+4,256
| New | +$315K | 0.42% | 91 |
|