Atticus Wealth 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 | $962K | Sell |
8,737
-487
| -5% | -$53.6K | 0.26% | 53 |
|
|
2025
Q1 | $856K | Sell |
9,224
-367
| -4% | -$34.1K | 0.28% | 49 |
|
|
2024
Q4 | $974K | Sell |
9,591
-26
| -0.3% | -$2.64K | 0.3% | 42 |
|
|
2024
Q3 | $921K | Sell |
9,617
-191
| -2% | -$18.3K | 0.3% | 45 |
|
|
2024
Q2 | $908K | Sell |
9,808
-2,709
| -22% | -$251K | 0.3% | 45 |
|
|
2024
Q1 | $1.06M | Sell |
12,517
-1,129
| -8% | -$95.3K | 0.35% | 42 |
|
|
2023
Q4 | $1.02M | Buy |
13,646
+545
| +4% | +$40.9K | 0.36% | 38 |
|
|
2023
Q3 | $896K | Buy |
13,101
+2,462
| +23% | +$168K | 0.34% | 41 |
|
|
2023
Q2 | $750K | Buy |
10,639
+2
| +0% | +$141 | 0.28% | 52 |
|
|
2023
Q1 | $680K | Sell |
10,637
-7,971
| -43% | -$509K | 0.26% | 58 |
|
|
2022
Q4 | $1.09M | Buy |
+18,608
| New | +$1.09M | 0.45% | 41 |
|
|
2022
Q3 | – | Sell |
-20,563
| Closed | -$1.24M | – | 590 |
|
|
2022
Q2 | $1.24M | Sell |
20,563
-2,546
| -11% | -$154K | 0.52% | 39 |
|
|
2022
Q1 | $1.77M | Sell |
23,109
-485
| -2% | -$37K | 0.64% | 33 |
|
|
2021
Q4 | $1.97M | Buy |
23,594
+712
| +3% | +$59.6K | 0.77% | 30 |
|
|
2021
Q3 | $1.69M | Sell |
22,882
-250
| -1% | -$18.5K | 0.74% | 29 |
|
|
2021
Q2 | $1.68M | Sell |
23,132
-79
| -0.3% | -$5.74K | 0.73% | 33 |
|
|
2021
Q1 | $1.51M | Sell |
23,211
-2,435
| -9% | -$159K | 0.72% | 36 |
|
|
2020
Q4 | $1.64M | Buy |
25,646
+23,906
| +1,374% | +$1.53M | 0.82% | 31 |
|
|
2020
Q3 | $100K | Sell |
1,740
-92
| -5% | -$5.29K | 0.06% | 138 |
|
|
2020
Q2 | $95K | Buy |
1,832
+12
| +0.7% | +$622 | 0.06% | 134 |
|
|
2020
Q1 | $75K | Hold |
1,820
| – | – | 0.06% | 139 |
|
|
2019
Q4 | $88K | Buy |
+1,820
| New | +$88K | 0.06% | 140 |
|