Capital Advantage, Inc. Ishares S&P 500 Growth ETF Transaction History

Capital Advantage, Inc.

$600 Million
Q3 2025

A detailed history of Capital Advantage, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Capital Advantage, Inc. holds 18,102 shares of IVW stock, worth $2.19 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

18,102

Previous 11,693 54.81%

Holding current value

$2.19 Million

Previous $1.29 Million 69.77%

% of portfolio

0.36%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$108.97 - $121.65 $698,388 - $779,654	6,409 Added 54.81%	18,102 $2.19 Million
Q2 2025 Jul 11, 2025	SELL	$82.96 - $110.1 $2.86 Million - $3.8 Million	-34,492 Reduced 74.68%	11,693 $1.29 Million
Q4 2024 Feb 14, 2025	BUY	$94.43 - $105.47 $311,807 - $348,261	3,302 Added 7.7%	46,185 $4.69 Million
Q3 2024 Nov 07, 2024	BUY	$84.77 - $97.13 $991,978 - $1.14 Million	11,702 Added 37.53%	42,883 $4.11 Million
Q2 2024 Jul 11, 2024	BUY	$79.31 - $93.31 $554,535 - $652,423	6,992 Added 28.91%	31,181 $2.89 Million

Q1 2024 May 14, 2024	BUY	$72.87 - $85.14 $1.76 Million - $2.06 Million	24,189 New	24,189 $2.04 Million

Others Institutions Holding IVW

# of Institutions

2,174

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advantage, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capital Advantage, Inc. with notifications on news.

Account

Capital Advantage, Inc. Ishares S&P 500 Growth ETF Transaction History