Accredited Investors’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 | $511K | Hold |
4,638
| – | – | 0.03% | 133 |
|
|
2025
Q1 | $431K | Sell |
4,638
-48
| -1% | -$4.46K | 0.03% | 138 |
|
|
2024
Q4 | $476K | Sell |
4,686
-48
| -1% | -$4.87K | 0.03% | 134 |
|
|
2024
Q3 | $453K | Hold |
4,734
| – | – | 0.03% | 137 |
|
|
2024
Q2 | $438K | Sell |
4,734
-63
| -1% | -$5.83K | 0.03% | 132 |
|
|
2024
Q1 | $405K | Sell |
4,797
-281
| -6% | -$23.7K | 0.03% | 139 |
|
|
2023
Q4 | $381K | Buy |
5,078
+109
| +2% | +$8.19K | 0.03% | 137 |
|
|
2023
Q3 | $340K | Hold |
4,969
| – | – | 0.03% | 135 |
|
|
2023
Q2 | $350K | Sell |
4,969
-344
| -6% | -$24.2K | 0.03% | 131 |
|
|
2023
Q1 | $339K | Hold |
5,313
| – | – | 0.03% | 134 |
|
|
2022
Q4 | $311K | Sell |
5,313
-2,240
| -30% | -$131K | 0.03% | 137 |
|
|
2022
Q3 | $437K | Buy |
7,553
+151
| +2% | +$8.74K | 0.05% | 103 |
|
|
2022
Q2 | $447K | Buy |
7,402
+132
| +2% | +$7.97K | 0.05% | 106 |
|
|
2022
Q1 | $555K | Buy |
7,270
+1,268
| +21% | +$96.8K | 0.05% | 105 |
|
|
2021
Q4 | $502K | Sell |
6,002
-232
| -4% | -$19.4K | 0.04% | 112 |
|
|
2021
Q3 | $461K | Hold |
6,234
| – | – | 0.05% | 111 |
|
|
2021
Q2 | $453K | Hold |
6,234
| – | – | 0.05% | 111 |
|
|
2021
Q1 | $406K | Sell |
6,234
-6,578
| -51% | -$428K | 0.05% | 109 |
|
|
2020
Q4 | $818K | Sell |
12,812
-1,256
| -9% | -$80.2K | 0.14% | 72 |
|
|
2020
Q3 | $813K | Sell |
14,068
-4,000
| -22% | -$231K | 0.17% | 63 |
|
|
2020
Q2 | $937K | Sell |
18,068
-416
| -2% | -$21.6K | 0.19% | 55 |
|
|
2020
Q1 | $763K | Sell |
18,484
-1,056
| -5% | -$43.6K | 0.18% | 57 |
|
|
2019
Q4 | $946K | Buy |
19,540
+892
| +5% | +$43.2K | 0.16% | 59 |
|
|
2019
Q3 | $839K | Buy |
18,648
+4
| +0% | +$180 | 0.16% | 62 |
|
|
2019
Q2 | $835K | Sell |
18,644
-336
| -2% | -$15K | 0.16% | 59 |
|
|
2019
Q1 | $818K | Buy |
18,980
+108
| +0.6% | +$4.66K | 0.16% | 59 |
|
|
2018
Q4 | $711K | Sell |
18,872
-288
| -2% | -$10.9K | 0.16% | 58 |
|
|
2018
Q3 | $849K | Hold |
19,160
| – | – | 0.21% | 44 |
|
|
2018
Q2 | $779K | Hold |
19,160
| – | – | 0.2% | 43 |
|
|
2018
Q1 | $743K | Sell |
19,160
-36
| -0.2% | -$1.4K | 0.2% | 43 |
|
|
2017
Q4 | $733K | Buy |
19,196
+924
| +5% | +$35.3K | 0.2% | 44 |
|
|
2017
Q3 | $655K | Sell |
18,272
-116
| -0.6% | -$4.16K | 0.18% | 51 |
|
|
2017
Q2 | $629K | Sell |
18,388
-208
| -1% | -$7.12K | 0.16% | 44 |
|
|
2017
Q1 | $611K | Buy |
18,596
+208
| +1% | +$6.83K | 0.15% | 52 |
|
|
2016
Q4 | $560K | Buy |
18,388
+16
| +0.1% | +$487 | 0.15% | 53 |
|
|
2016
Q3 | $559K | Hold |
18,372
| – | – | 0.15% | 50 |
|
|
2016
Q2 | $535K | Sell |
18,372
-104
| -0.6% | -$3.03K | 0.15% | 53 |
|
|
2016
Q1 | $535K | Sell |
18,476
-100
| -0.5% | -$2.9K | 0.14% | 52 |
|
|
2015
Q4 | $538K | Hold |
18,576
| – | – | 0.13% | 52 |
|
|
2015
Q3 | $501K | Sell |
18,576
-244
| -1% | -$6.58K | 0.13% | 47 |
|
|
2015
Q2 | $536K | Sell |
18,820
-156
| -0.8% | -$4.44K | 0.14% | 40 |
|
|
2015
Q1 | $541K | Sell |
18,976
-40
| -0.2% | -$1.14K | 0.14% | 40 |
|
|
2014
Q4 | $531K | Sell |
19,016
-1,304
| -6% | -$36.4K | 0.16% | 41 |
|
|
2014
Q3 | $543K | Buy |
20,320
+1,460
| +8% | +$39K | 0.16% | 37 |
|
|
2014
Q2 | $496K | Sell |
18,860
-5,004
| -21% | -$132K | 0.16% | 36 |
|
|
2014
Q1 | $596K | Sell |
23,864
-24
| -0.1% | -$599 | 0.2% | 31 |
|
|
2013
Q4 | $590K | Sell |
23,888
-492
| -2% | -$12.2K | 0.21% | 29 |
|
|
2013
Q3 | $545K | Buy |
24,380
+100
| +0.4% | +$2.24K | 0.2% | 27 |
|
|
2013
Q2 | $510K | Buy |
+24,280
| New | +$510K | 0.2% | 30 |
|