Advisornet Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Advisornet Financial’s Portfolio IVW Stock Details IVW Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.55M	Sell	14,096 -325	-2%	-$35.8K	0.1%	190
2025 Q1	$1.34M	Buy	14,421 +1,192	+9%	+$111K	0.1%	201
2024 Q4	$1.34M	Sell	13,229 -61,832	-82%	-$6.28M	0.11%	179
2024 Q3	$7.19M	Sell	75,061 -5,571	-7%	-$533K	0.54%	35
2024 Q2	$7.46M	Buy	80,632 +42,657	+112%	+$3.95M	0.68%	29
2024 Q1	$3.21M	Sell	37,975 -26,420	-41%	-$2.23M	0.31%	78
2023 Q4	$4.84M	Sell	64,395 -34,497	-35%	-$2.59M	0.45%	49
2023 Q3	$6.77M	Sell	98,892 -6,697	-6%	-$458K	0.61%	36
2023 Q2	$7.44M	Buy	105,589 +633	+0.6%	+$44.6K	0.64%	33
2023 Q1	$6.71M	Buy	104,956 +1,449	+1%	+$92.6K	0.61%	36
2022 Q4	$6.06M	Buy	103,507 +5,435	+6%	+$318K	0.6%	41
2022 Q3	$5.67M	Buy	98,072 +2,246	+2%	+$130K	0.57%	39
2022 Q2	$5.78M	Sell	95,826 -284	-0.3%	-$17.1K	0.57%	38
2022 Q1	$7.34M	Buy	96,110 +7,633	+9%	+$583K	0.46%	46
2021 Q4	$7.4M	Buy	88,477 +525	+0.6%	+$43.9K	0.46%	48
2021 Q3	$6.5M	Sell	87,952 -2,987	-3%	-$221K	0.45%	48
2021 Q2	$6.61M	Buy	90,939 +1,825	+2%	+$133K	0.44%	50
2021 Q1	$5.8M	Buy	89,114 +1,339	+2%	+$87.2K	0.41%	56
2020 Q4	$5.6M	Buy	87,775 +57,170	+187%	+$3.65M	0.45%	46
2020 Q3	$7.07M	Buy	30,605 +584	+2%	+$135K	0.61%	30
2020 Q2	$6.23M	Sell	30,021 -7,186	-19%	-$1.49M	0.5%	42
2020 Q1	$6.14M	Buy	37,207 +3,920	+12%	+$647K	0.57%	40
2019 Q4	$6.45M	Buy	33,287 +2,621	+9%	+$508K	0.55%	38
2019 Q3	$5.52M	Buy	30,666 +3,371	+12%	+$607K	0.51%	41
2019 Q2	$4.89M	Buy	27,295 +6,179	+29%	+$1.11M	0.54%	36
2019 Q1	$3.64M	Buy	21,116 +5,002	+31%	+$862K	0.44%	44
2018 Q4	$2.43M	Buy	16,114 +5,273	+49%	+$795K	0.34%	62
2018 Q3	$1.92M	Buy	10,841 +10,438	+2,590%	+$1.85M	0.24%	93
2018 Q2	$66K	Hold	403	–	–	0.01%	639
2018 Q1	$62K	Sell	403 -274	-40%	-$42.2K	0.01%	648
2017 Q4	$103K	Buy	+677	New	+$103K	0.02%	476