AFA
American Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Buy |
8,828
+76
| +0.9% | +$8.37K | 0.14% | 65 |
|
|
2025
Q1 | $812K | Sell |
8,752
-60
| -0.7% | -$5.57K | 0.12% | 62 |
|
|
2024
Q4 | $895K | Buy |
8,812
+5
| +0.1% | +$508 | 0.13% | 59 |
|
|
2024
Q3 | $843K | Sell |
8,807
-497
| -5% | -$47.6K | 0.12% | 63 |
|
|
2024
Q2 | $861K | Buy |
9,304
+3
| +0% | +$278 | 0.12% | 61 |
|
|
2024
Q1 | $785K | Sell |
9,301
-138
| -1% | -$11.7K | 0.11% | 68 |
|
|
2023
Q4 | $709K | Buy |
9,439
+9
| +0.1% | +$676 | 0.1% | 68 |
|
|
2023
Q3 | $645K | Sell |
9,430
-78
| -0.8% | -$5.34K | 0.1% | 70 |
|
|
2023
Q2 | $670K | Buy |
9,508
+8
| +0.1% | +$564 | 0.1% | 70 |
|
|
2023
Q1 | $607K | Sell |
9,500
-86
| -0.9% | -$5.49K | 0.1% | 75 |
|
|
2022
Q4 | $561K | Sell |
9,586
-144
| -1% | -$8.42K | 0.1% | 74 |
|
|
2022
Q3 | $563K | Hold |
9,730
| – | – | 0.1% | 69 |
|
|
2022
Q2 | $587K | Sell |
9,730
-319
| -3% | -$19.2K | 0.16% | 45 |
|
|
2022
Q1 | $768K | Buy |
10,049
+18
| +0.2% | +$1.38K | 0.11% | 69 |
|
|
2021
Q4 | $839K | Sell |
10,031
-404
| -4% | -$33.8K | 0.11% | 66 |
|
|
2021
Q3 | $771K | Sell |
10,435
-200
| -2% | -$14.8K | 0.1% | 68 |
|
|
2021
Q2 | $773K | Sell |
10,635
-2,124
| -17% | -$154K | 0.11% | 69 |
|
|
2021
Q1 | $831K | Sell |
12,759
-147
| -1% | -$9.57K | 0.12% | 64 |
|
|
2020
Q4 | $824K | Buy |
12,906
+9,653
| +297% | +$616K | 0.12% | 63 |
|
|
2020
Q3 | $752K | Buy |
3,253
+180
| +6% | +$41.6K | 0.12% | 59 |
|
|
2020
Q2 | $662K | Buy |
3,073
+31
| +1% | +$6.68K | 0.11% | 58 |
|
|
2020
Q1 | $563K | Sell |
3,042
-120
| -4% | -$22.2K | 0.1% | 59 |
|
|
2019
Q4 | $567K | Sell |
3,162
-439
| -12% | -$78.7K | 0.1% | 56 |
|
|
2019
Q3 | $648K | Sell |
3,601
-199
| -5% | -$35.8K | 0.12% | 53 |
|
|
2019
Q2 | $681K | Sell |
3,800
-22
| -0.6% | -$3.94K | 0.13% | 55 |
|
|
2019
Q1 | $658K | Sell |
3,822
-2,756
| -42% | -$474K | 0.13% | 55 |
|
|
2018
Q4 | $991K | Buy |
+6,578
| New | +$991K | 0.22% | 48 |
|