Blankinship & Foster’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 | $1.23M | Sell |
11,130
-588
| -5% | -$64.7K | 0.29% | 30 |
|
|
2025
Q1 | $1.09M | Sell |
11,718
-2,327
| -17% | -$216K | 0.27% | 30 |
|
|
2024
Q4 | $1.43M | Sell |
14,045
-253
| -2% | -$25.7K | 0.35% | 25 |
|
|
2024
Q3 | $1.37M | Hold |
14,298
| – | – | 0.33% | 26 |
|
|
2024
Q2 | $1.32M | Sell |
14,298
-391
| -3% | -$36.2K | 0.34% | 27 |
|
|
2024
Q1 | $1.24M | Sell |
14,689
-3,250
| -18% | -$274K | 0.33% | 28 |
|
|
2023
Q4 | $1.35M | Sell |
17,939
-542
| -3% | -$40.7K | 0.38% | 24 |
|
|
2023
Q3 | $1.26M | Sell |
18,481
-25
| -0.1% | -$1.71K | 0.42% | 24 |
|
|
2023
Q2 | $1.3M | Sell |
18,506
-1,561
| -8% | -$110K | 0.42% | 24 |
|
|
2023
Q1 | $1.28M | Sell |
20,067
-3,900
| -16% | -$249K | 0.56% | 24 |
|
|
2022
Q4 | $1.4M | Sell |
23,967
-1,739
| -7% | -$102K | 0.61% | 22 |
|
|
2022
Q3 | $1.49M | Hold |
25,706
| – | – | 0.72% | 20 |
|
|
2022
Q2 | $1.55M | Sell |
25,706
-2,006
| -7% | -$121K | 0.72% | 20 |
|
|
2022
Q1 | $2.12M | Sell |
27,712
-1,112
| -4% | -$84.9K | 0.86% | 17 |
|
|
2021
Q4 | $2.41M | Sell |
28,824
-13
| -0% | -$1.09K | 0.91% | 16 |
|
|
2021
Q3 | $2.13M | Sell |
28,837
-1,706
| -6% | -$126K | 0.87% | 15 |
|
|
2021
Q2 | $2.22M | Sell |
30,543
-557
| -2% | -$40.5K | 0.88% | 15 |
|
|
2021
Q1 | $2.03M | Sell |
31,100
-949
| -3% | -$61.8K | 0.84% | 16 |
|
|
2020
Q4 | $2.05M | Sell |
32,049
-1,351
| -4% | -$86.2K | 0.85% | 15 |
|
|
2020
Q3 | $1.93M | Sell |
33,400
-3,448
| -9% | -$199K | 0.92% | 13 |
|
|
2020
Q2 | $1.91M | Buy |
36,848
+8,248
| +29% | +$428K | 1% | 13 |
|
|
2020
Q1 | $1.18M | Buy |
+28,600
| New | +$1.18M | 0.78% | 16 |
|