Acorn Financial Advisory Services’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 | $233K | Sell |
2,120
-379
| -15% | -$41.7K | 0.04% | 179 |
|
|
2025
Q1 | $232K | Sell |
2,499
-384
| -13% | -$35.6K | 0.04% | 168 |
|
|
2024
Q4 | $293K | Sell |
2,883
-729
| -20% | -$74K | 0.05% | 165 |
|
|
2024
Q3 | $346K | Sell |
3,612
-304
| -8% | -$29.1K | 0.06% | 148 |
|
|
2024
Q2 | $362K | Buy |
+3,916
| New | +$362K | 0.07% | 132 |
|
|
2024
Q1 | – | Sell |
-2,926
| Closed | -$217K | – | 226 |
|
|
2023
Q4 | $217K | Sell |
2,926
-1,415
| -33% | -$105K | 0.04% | 232 |
|
|
2023
Q3 | $298K | Buy |
4,341
+217
| +5% | +$14.9K | 0.05% | 192 |
|
|
2023
Q2 | $291K | Buy |
4,124
+1
| +0% | +$70 | 0.05% | 197 |
|
|
2023
Q1 | $263K | Hold |
4,123
| – | – | 0.05% | 188 |
|
|
2022
Q4 | $241K | Buy |
+4,123
| New | +$241K | 0.05% | 191 |
|