Boston Family Office’s iShares S&P 500 Growth ETF IVW Stock Holding History

Boston Family Office’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.02M	Hold	27,399	–	–	0.2%	94
2025 Q1	$2.54M	Buy	27,399 +435	+2%	+$40.4K	0.18%	98
2024 Q4	$2.74M	Buy	26,964 +900	+3%	+$91.4K	0.19%	96
2024 Q3	$2.5M	Buy	26,064 +105	+0.4%	+$10.1K	0.17%	101
2024 Q2	$2.4M	Buy	25,959 +550	+2%	+$50.9K	0.17%	102
2024 Q1	$2.15M	Buy	25,409 +325	+1%	+$27.4K	0.15%	107
2023 Q4	$1.88M	Buy	25,084 +295	+1%	+$22.2K	0.14%	117
2023 Q3	$1.7M	Buy	24,789 +2,880	+13%	+$197K	0.14%	118
2023 Q2	$1.54M	Buy	21,909 +2,181	+11%	+$154K	0.12%	122
2023 Q1	$1.26M	Hold	19,728	–	–	0.1%	137
2022 Q4	$1.15M	Hold	19,728	–	–	0.1%	144
2022 Q3	$1.14M	Hold	19,728	–	–	0.1%	140
2022 Q2	$1.19M	Hold	19,728	–	–	0.1%	136
2022 Q1	$1.51M	Hold	19,728	–	–	0.11%	128
2021 Q4	$1.65M	Hold	19,728	–	–	0.11%	130
2021 Q3	$1.46M	Hold	19,728	–	–	0.11%	133
2021 Q2	$1.44M	Hold	19,728	–	–	0.1%	141
2021 Q1	$1.28M	Hold	19,728	–	–	0.1%	143
2020 Q4	$1.26M	Hold	19,728	–	–	0.1%	144
2020 Q3	$1.14M	Sell	19,728 -1,328	-6%	-$76.7K	0.1%	135
2020 Q2	$1.09M	Hold	21,056	–	–	0.11%	137
2020 Q1	$869K	Buy	21,056 +1,328	+7%	+$54.8K	0.1%	141
2019 Q4	$955K	Hold	19,728	–	–	0.09%	149
2019 Q3	$888K	Hold	19,728	–	–	0.09%	154
2019 Q2	$884K	Hold	19,728	–	–	0.09%	153
2019 Q1	$850K	Hold	19,728	–	–	0.09%	155
2018 Q4	$743K	Hold	19,728	–	–	0.09%	157
2018 Q3	$874K	Hold	19,728	–	–	0.09%	155
2018 Q2	$802K	Hold	19,728	–	–	0.09%	159
2018 Q1	$765K	Hold	19,728	–	–	0.09%	162
2017 Q4	$753K	Hold	19,728	–	–	0.08%	168
2017 Q3	$707K	Hold	19,728	–	–	0.08%	172
2017 Q2	$675K	Buy	+19,728	New	+$675K	0.08%	172
2013 Q4	–	Sell	-10,600	Closed	-$237K	–	255
2013 Q3	$237K	Hold	10,600	–	–	0.03%	239
2013 Q2	$223K	Buy	+10,600	New	+$223K	0.03%	241