BA
Bellwether 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 | $1.86M | Buy |
16,877
+594
| +4% | +$65.4K | 0.32% | 57 |
|
|
2025
Q1 | $1.51M | Sell |
16,283
-1,224
| -7% | -$114K | 0.32% | 54 |
|
|
2024
Q4 | $1.78M | Buy |
17,507
+87
| +0.5% | +$8.83K | 0.32% | 49 |
|
|
2024
Q3 | $1.67M | Buy |
17,420
+441
| +3% | +$42.2K | 0.32% | 53 |
|
|
2024
Q2 | $1.57M | Buy |
16,979
+611
| +4% | +$56.5K | 0.33% | 62 |
|
|
2024
Q1 | $1.38M | Buy |
16,368
+237
| +1% | +$20K | 0.3% | 64 |
|
|
2023
Q4 | $1.21M | Sell |
16,131
-258
| -2% | -$19.4K | 0.3% | 61 |
|
|
2023
Q3 | $1.12M | Sell |
16,389
-87
| -0.5% | -$5.95K | 0.31% | 65 |
|
|
2023
Q2 | $1.16M | Sell |
16,476
-139
| -0.8% | -$9.8K | 0.34% | 48 |
|
|
2023
Q1 | $1.06M | Sell |
16,615
-1,859
| -10% | -$119K | 0.29% | 66 |
|
|
2022
Q4 | $1.08M | Buy |
18,474
+2,120
| +13% | +$124K | 0.31% | 61 |
|
|
2022
Q3 | $946K | Sell |
16,354
-6,915
| -30% | -$400K | 0.31% | 56 |
|
|
2022
Q2 | $1.4M | Sell |
23,269
-7,622
| -25% | -$460K | 0.45% | 49 |
|
|
2022
Q1 | $2.36M | Sell |
30,891
-688
| -2% | -$52.5K | 0.7% | 32 |
|
|
2021
Q4 | $2.64M | Sell |
31,579
-431
| -1% | -$36.1K | 0.82% | 25 |
|
|
2021
Q3 | $2.37M | Sell |
32,010
-1,485
| -4% | -$110K | 0.79% | 27 |
|
|
2021
Q2 | $2.44M | Buy |
33,495
+6,717
| +25% | +$489K | 0.84% | 30 |
|
|
2021
Q1 | $1.74M | Buy |
26,778
+7,898
| +42% | +$514K | 0.69% | 42 |
|
|
2020
Q4 | $1.2M | Buy |
+18,880
| New | +$1.2M | 0.53% | 41 |
|