Atwood & Palmer’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 | $43.6K | Hold |
396
| – | – | ﹤0.01% | 248 |
|
|
2025
Q1 | $36.8K | Hold |
396
| – | – | ﹤0.01% | 245 |
|
|
2024
Q4 | $40.2K | Sell |
396
-46
| -10% | -$4.67K | ﹤0.01% | 234 |
|
|
2024
Q3 | $42.3K | Sell |
442
-89
| -17% | -$8.52K | ﹤0.01% | 230 |
|
|
2024
Q2 | $49.1K | Buy |
+531
| New | +$49.1K | ﹤0.01% | 224 |
|
|
2023
Q3 | – | Sell |
-1,200
| Closed | -$84.6K | – | 430 |
|
|
2023
Q2 | $84.6K | Hold |
1,200
| – | – | 0.01% | 198 |
|
|
2023
Q1 | $76.7K | Hold |
1,200
| – | – | 0.01% | 187 |
|
|
2022
Q4 | $70.2K | Hold |
1,200
| – | – | 0.01% | 193 |
|
|
2022
Q3 | $69K | Hold |
1,200
| – | – | 0.01% | 189 |
|
|
2022
Q2 | $72K | Sell |
1,200
-700
| -37% | -$42K | 0.01% | 185 |
|
|
2022
Q1 | $145K | Sell |
1,900
-1,526
| -45% | -$116K | 0.01% | 154 |
|
|
2021
Q4 | $287K | Hold |
3,426
| – | – | 0.02% | 132 |
|
|
2021
Q3 | $253K | Hold |
3,426
| – | – | 0.02% | 134 |
|
|
2021
Q2 | $249K | Sell |
3,426
-3,000
| -47% | -$218K | 0.02% | 135 |
|
|
2021
Q1 | $418K | Hold |
6,426
| – | – | 0.04% | 116 |
|
|
2020
Q4 | $410K | Sell |
6,426
-118
| -2% | -$7.53K | 0.04% | 110 |
|
|
2020
Q3 | $378K | Buy |
6,544
+116
| +2% | +$6.7K | 0.05% | 98 |
|
|
2020
Q2 | $333K | Hold |
6,428
| – | – | 0.05% | 102 |
|
|
2020
Q1 | $265K | Hold |
6,428
| – | – | 0.04% | 104 |
|
|
2019
Q4 | $311K | Hold |
6,428
| – | – | 0.04% | 106 |
|
|
2019
Q3 | $289K | Buy |
+6,428
| New | +$289K | 0.04% | 108 |
|
|
2016
Q1 | – | Sell |
-15,972
| Closed | -$462K | – | 348 |
|
|
2015
Q4 | $462K | Hold |
15,972
| – | – | 0.09% | 91 |
|
|
2015
Q3 | $430K | Buy |
15,972
+688
| +5% | +$18.5K | 0.08% | 94 |
|
|
2015
Q2 | $435K | Hold |
15,284
| – | – | 0.08% | 99 |
|
|
2015
Q1 | $435K | Hold |
15,284
| – | – | 0.08% | 100 |
|
|
2014
Q4 | $427K | Buy |
+15,284
| New | +$427K | 0.08% | 97 |
|