Anchor Investment 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 | $111K | Hold |
1,008
| – | – | 0.01% | 457 |
|
|
2025
Q1 | $93.5K | Buy |
1,008
+1
| +0.1% | +$93 | 0.01% | 473 |
|
|
2024
Q4 | $102K | Hold |
1,007
| – | – | 0.01% | 456 |
|
|
2024
Q3 | $96.4K | Hold |
1,007
| – | – | 0.01% | 471 |
|
|
2024
Q2 | $93.2K | Hold |
1,007
| – | – | 0.01% | 436 |
|
|
2024
Q1 | $85K | Buy |
1,007
+7
| +0.7% | +$591 | 0.01% | 469 |
|
|
2023
Q4 | $75.1K | Hold |
1,000
| – | – | 0.01% | 476 |
|
|
2023
Q3 | $68.4K | Buy |
1,000
+443
| +80% | +$30.3K | 0.01% | 472 |
|
|
2023
Q2 | $39.2K | Buy |
557
+201
| +56% | +$14.2K | 0.01% | 544 |
|
|
2023
Q1 | $22.7K | Hold |
356
| – | – | ﹤0.01% | 652 |
|
|
2022
Q4 | $20.8K | Hold |
356
| – | – | ﹤0.01% | 636 |
|
|
2022
Q3 | $20.6K | Hold |
356
| – | – | ﹤0.01% | 624 |
|
|
2022
Q2 | $21.5K | Hold |
356
| – | – | ﹤0.01% | 637 |
|
|
2022
Q1 | $27.2K | Hold |
356
| – | – | ﹤0.01% | 621 |
|
|
2021
Q4 | $29.8K | Hold |
356
| – | – | ﹤0.01% | 634 |
|
|
2021
Q3 | $26.3K | Hold |
356
| – | – | ﹤0.01% | 603 |
|
|
2021
Q2 | $25.9K | Hold |
356
| – | – | ﹤0.01% | 624 |
|
|
2021
Q1 | $23.2K | Hold |
356
| – | – | ﹤0.01% | 615 |
|
|
2020
Q4 | $22.7K | Hold |
356
| – | – | ﹤0.01% | 584 |
|
|
2020
Q3 | $20.6K | Hold |
356
| – | – | ﹤0.01% | 561 |
|
|
2020
Q2 | $18.5K | Hold |
356
| – | – | ﹤0.01% | 564 |
|
|
2020
Q1 | $14.7K | Hold |
356
| – | – | ﹤0.01% | 578 |
|
|
2019
Q4 | $17.2K | Hold |
356
| – | – | ﹤0.01% | 585 |
|
|
2019
Q3 | $16K | Hold |
356
| – | – | ﹤0.01% | 590 |
|
|
2019
Q2 | $16K | Hold |
356
| – | – | ﹤0.01% | 584 |
|
|
2019
Q1 | $15.3K | Hold |
356
| – | – | ﹤0.01% | 585 |
|
|
2018
Q4 | $13.4K | Hold |
356
| – | – | ﹤0.01% | 592 |
|
|
2018
Q3 | $15.8K | Sell |
356
-300
| -46% | -$13.3K | ﹤0.01% | 600 |
|
|
2018
Q2 | $26.7K | Hold |
656
| – | – | 0.01% | 551 |
|
|
2018
Q1 | $25.4K | Hold |
656
| – | – | 0.01% | 552 |
|
|
2017
Q4 | $25.1K | Sell |
656
-176
| -21% | -$6.72K | 0.01% | 547 |
|
|
2017
Q3 | $29.8K | Buy |
832
+4
| +0.5% | +$143 | 0.01% | 513 |
|
|
2017
Q2 | $28.3K | Hold |
828
| – | – | 0.01% | 461 |
|
|
2017
Q1 | $27.2K | Buy |
+828
| New | +$27.2K | 0.01% | 453 |
|