Win Advisors’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 | $8.42M | Sell |
76,448
-5,465
| -7% | -$602K | 4.06% | 10 |
|
|
2025
Q1 | $7.6M | Sell |
81,913
-2,565
| -3% | -$238K | 3.91% | 12 |
|
|
2024
Q4 | $8.58M | Buy |
+84,478
| New | +$8.58M | 4.15% | 12 |
|
|
2024
Q3 | – | Sell |
-48,564
| Closed | -$4.49M | – | 69 |
|
|
2024
Q2 | $4.49M | Buy |
+48,564
| New | +$4.49M | 2.01% | 16 |
|
|
2023
Q4 | – | Sell |
-64,012
| Closed | -$4.38M | – | 70 |
|
|
2023
Q3 | $4.38M | Buy |
+64,012
| New | +$4.38M | 2.15% | 14 |
|