Copperleaf Capital, LLC Ishares S&P 500 Growth ETF Transaction History

Copperleaf Capital, LLC

$137 Million
Q3 2025

A detailed history of Copperleaf Capital, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Copperleaf Capital, LLC holds 35,540 shares of IVW stock, worth $4.3 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares

35,540

Previous 51,678 31.23%

Holding current value

$4.3 Million

Previous $5.69 Million 24.59%

% of portfolio

3.13%

Previous 4.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$108.97 - $121.65 $1.76 Million - $1.96 Million	-16,138 Reduced 31.23%	35,540 $4.29 Million
Q2 2025 Aug 11, 2025	BUY	$82.96 - $110.1 $40,401 - $53,618	487 Added 0.95%	51,678 $5.69 Million
Q1 2025 May 14, 2025	BUY	$92.45 - $106.69 $114,453 - $132,082	1,238 Added 2.48%	51,191 $4.75 Million
Q4 2024 Jan 30, 2025	BUY	$94.43 - $105.47 $1.51 Million - $1.69 Million	16,002 Added 47.13%	49,953 $5.07 Million
Q3 2024 Nov 14, 2024	BUY	$84.77 - $97.13 $72,986 - $83,628	861 Added 2.6%	33,951 $3.25 Million

Q2 2024 Aug 13, 2024	BUY	$79.31 - $93.31 $2.42 Million - $2.84 Million	30,480 Added 1167.82%	33,090 $3.06 Million
Q1 2024 May 14, 2024	SELL	$72.87 - $85.14 $667,124 - $779,456	-9,155 Reduced 77.82%	2,610 $220,000
Q3 2023 Nov 13, 2023	BUY	$68.05 - $72.66 $800,608 - $854,844	11,765 New	11,765 $804,000

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

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Copperleaf Capital, LLC Ishares S&P 500 Growth ETF Transaction History