Yousif Capital 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 | – | Sell |
-2,750
| Closed | -$255K | – | 1919 |
|
|
2025
Q1 | $255K | Sell |
2,750
-2,695
| -49% | -$250K | ﹤0.01% | 1714 |
|
|
2024
Q4 | $553K | Buy |
5,445
+1,165
| +27% | +$118K | 0.01% | 1437 |
|
|
2024
Q3 | $410K | Buy |
+4,280
| New | +$410K | ﹤0.01% | 1587 |
|
|
2023
Q4 | – | Sell |
-3,020
| Closed | -$207K | – | 1996 |
|
|
2023
Q3 | $207K | Buy |
+3,020
| New | +$207K | ﹤0.01% | 1848 |
|
|
2023
Q1 | – | Sell |
-6,815
| Closed | -$399K | – | 1974 |
|
|
2022
Q4 | $399K | Buy |
+6,815
| New | +$399K | 0.01% | 1587 |
|
|
2022
Q3 | – | Sell |
-4,219
| Closed | -$255K | – | 1972 |
|
|
2022
Q2 | $255K | Sell |
4,219
-3,900
| -48% | -$236K | ﹤0.01% | 1775 |
|
|
2022
Q1 | $620K | Sell |
8,119
-64,170
| -89% | -$4.9M | 0.01% | 1554 |
|
|
2021
Q4 | $6.05M | Buy |
+72,289
| New | +$6.05M | 0.06% | 309 |
|