World Equity Group’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 | $1.86M | Sell |
16,891
-20,883
| -55% | -$2.3M | 0.51% | 38 |
|
|
2025
Q1 | $3.51M | Buy |
37,774
+21,745
| +136% | +$2.02M | 1% | 19 |
|
|
2024
Q4 | $1.63M | Buy |
16,029
+2,494
| +18% | +$253K | 0.35% | 63 |
|
|
2024
Q3 | $1.3M | Buy |
13,535
+6,075
| +81% | +$582K | 0.47% | 53 |
|
|
2024
Q2 | $690K | Sell |
7,460
-5,430
| -42% | -$503K | 0.21% | 129 |
|
|
2024
Q1 | $1.09M | Buy |
12,890
+5,322
| +70% | +$449K | 0.22% | 113 |
|
|
2023
Q4 | $568K | Buy |
7,568
+244
| +3% | +$18.3K | 0.11% | 179 |
|
|
2023
Q3 | $501K | Buy |
+7,324
| New | +$501K | 0.1% | 203 |
|
|
2022
Q2 | – | Sell |
-15,652
| Closed | -$1.2M | – | 371 |
|
|
2022
Q1 | $1.2M | Buy |
+15,652
| New | +$1.2M | 0.26% | 106 |
|