4J Wealth 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 | $932K | Sell |
8,467
-111
| -1% | -$12.2K | 0.63% | 30 |
|
|
2025
Q1 | $796K | Buy |
8,578
+100
| +1% | +$9.28K | 0.63% | 33 |
|
|
2024
Q4 | $861K | Sell |
8,478
-10
| -0.1% | -$1.02K | 0.7% | 30 |
|
|
2024
Q3 | $813K | Hold |
8,488
| – | – | 0.63% | 32 |
|
|
2024
Q2 | $785K | Sell |
8,488
-50
| -0.6% | -$4.63K | 0.65% | 31 |
|
|
2024
Q1 | $721K | Sell |
8,538
-185
| -2% | -$15.6K | 0.62% | 35 |
|
|
2023
Q4 | $655K | Sell |
8,723
-1,139
| -12% | -$85.5K | 0.6% | 36 |
|
|
2023
Q3 | $675K | Sell |
9,862
-443
| -4% | -$30.3K | 0.67% | 33 |
|
|
2023
Q2 | $726K | Sell |
10,305
-290
| -3% | -$20.4K | 0.7% | 34 |
|
|
2023
Q1 | $677K | Sell |
10,595
-960
| -8% | -$61.3K | 0.73% | 32 |
|
|
2022
Q4 | $676K | Sell |
11,555
-395
| -3% | -$23.1K | 0.79% | 32 |
|
|
2022
Q3 | $691K | Sell |
11,950
-245
| -2% | -$14.2K | 0.88% | 29 |
|
|
2022
Q2 | $736K | Sell |
12,195
-1,034
| -8% | -$62.4K | 0.93% | 30 |
|
|
2022
Q1 | $1.01M | Sell |
13,229
-100
| -0.8% | -$7.64K | 0.88% | 28 |
|
|
2021
Q4 | $1.12M | Sell |
13,329
-200
| -1% | -$16.7K | 0.94% | 27 |
|
|
2021
Q3 | $1M | Sell |
13,529
-4,175
| -24% | -$309K | 0.87% | 32 |
|
|
2021
Q2 | $1.29M | Sell |
17,704
-384
| -2% | -$27.9K | 1.12% | 26 |
|
|
2021
Q1 | $1.18M | Hold |
18,088
| – | – | 1.1% | 29 |
|
|
2020
Q4 | $1.15M | Buy |
+18,088
| New | +$1.15M | 1.11% | 28 |
|