BFSG LLC’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 | $200K | Hold |
1,814
| – | – | 0.02% | 253 |
|
|
2025
Q1 | $168K | Hold |
1,814
| – | – | 0.02% | 256 |
|
|
2024
Q4 | $184K | Sell |
1,814
-208
| -10% | -$21.1K | 0.02% | 245 |
|
|
2024
Q3 | $194K | Hold |
2,022
| – | – | 0.02% | 254 |
|
|
2024
Q2 | $187K | Sell |
2,022
-34
| -2% | -$3.15K | 0.02% | 242 |
|
|
2024
Q1 | $174K | Hold |
2,056
| – | – | 0.02% | 250 |
|
|
2023
Q4 | $154K | Buy |
+2,056
| New | +$154K | 0.02% | 266 |
|
|
2022
Q1 | – | Sell |
-2,611
| Closed | -$218K | – | 217 |
|
|
2021
Q4 | $218K | Buy |
+2,611
| New | +$218K | 0.03% | 209 |
|