Aufman Associates’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
Q1 | – | Sell |
-2,075
| Closed | -$211K | – | 58 |
|
|
2024
Q4 | $211K | Sell |
2,075
-128
| -6% | -$13K | 0.14% | 56 |
|
|
2024
Q3 | $211K | Sell |
2,203
-236
| -10% | -$22.6K | 0.14% | 60 |
|
|
2024
Q2 | $226K | Sell |
2,439
-6
| -0.2% | -$555 | 0.16% | 43 |
|
|
2024
Q1 | $206K | Buy |
+2,445
| New | +$206K | 0.15% | 45 |
|
|
2022
Q2 | – | Sell |
-3,003
| Closed | -$229K | – | 47 |
|
|
2022
Q1 | $229K | Hold |
3,003
| – | – | 0.18% | 44 |
|
|
2021
Q4 | $251K | Sell |
3,003
-94
| -3% | -$7.86K | 0.19% | 41 |
|
|
2021
Q3 | $229K | Hold |
3,097
| – | – | 0.19% | 41 |
|
|
2021
Q2 | $225K | Hold |
3,097
| – | – | 0.17% | 45 |
|
|
2021
Q1 | $202K | Sell |
3,097
-107
| -3% | -$6.98K | 0.17% | 44 |
|
|
2020
Q4 | $204K | Buy |
+3,204
| New | +$204K | 0.18% | 42 |
|