Boston Financial Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Boston Financial Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$1.33M	Hold	13,102	–	–	0.04%	177
2024 Q3	$1.25M	Sell	13,102 -150	-1%	-$14.4K	0.04%	180
2024 Q2	$1.23M	Sell	13,252 -300	-2%	-$27.8K	0.04%	181
2024 Q1	$1.14M	Sell	13,552 -525	-4%	-$44.3K	0.04%	185
2023 Q4	$1.06M	Buy	14,077 +225	+2%	+$16.9K	0.04%	188
2023 Q3	$948K	Hold	13,852	–	–	0.04%	181
2023 Q2	$976K	Sell	13,852 -200	-1%	-$14.1K	0.04%	186
2023 Q1	$898K	Sell	14,052 -752	-5%	-$48K	0.04%	184
2022 Q4	$866K	Sell	14,804 -750	-5%	-$43.9K	0.03%	188
2022 Q3	$900K	Hold	15,554	–	–	0.04%	175
2022 Q2	$939K	Sell	15,554 -150	-1%	-$9.06K	0.04%	160
2022 Q1	$1.2M	Hold	15,704	–	–	0.05%	152
2021 Q4	$1.31M	Hold	15,704	–	–	0.05%	135
2021 Q3	$1.16M	Sell	15,704 -300	-2%	-$22.2K	0.05%	134
2021 Q2	$1.16M	Sell	16,004 -755	-5%	-$54.9K	0.05%	130
2021 Q1	$1.09M	Sell	16,759 -350	-2%	-$22.8K	0.05%	123
2020 Q4	$1.09M	Sell	17,109 -4,247	-20%	-$271K	0.05%	121
2020 Q3	$1.23M	Buy	21,356 +1,740	+9%	+$101K	0.06%	118
2020 Q2	$1.02M	Hold	19,616	–	–	0.05%	119
2020 Q1	$809K	Hold	19,616	–	–	0.05%	132
2019 Q4	$950K	Buy	19,616 +7,644	+64%	+$370K	0.05%	135
2019 Q3	$539K	Sell	11,972 -548	-4%	-$24.7K	0.03%	170
2019 Q2	$561K	Buy	12,520 +548	+5%	+$24.6K	0.03%	170
2019 Q1	$516K	Hold	11,972	–	–	0.03%	184
2018 Q4	$451K	Sell	11,972 -40	-0.3%	-$1.51K	0.03%	197
2018 Q3	$532K	Sell	12,012 -900	-7%	-$39.9K	0.03%	203
2018 Q2	$525K	Hold	12,912	–	–	0.04%	182
2018 Q1	$501K	Hold	12,912	–	–	0.03%	188
2017 Q4	$493K	Hold	12,912	–	–	0.03%	196
2017 Q3	$463K	Hold	12,912	–	–	0.03%	200
2017 Q2	$442K	Sell	12,912 -5,868	-31%	-$201K	0.03%	207
2017 Q1	$617K	Sell	18,780 -1,004	-5%	-$33K	0.05%	197
2016 Q4	$602K	Hold	19,784	–	–	0.05%	198
2016 Q3	$602K	Buy	19,784 +6,800	+52%	+$207K	0.05%	195
2016 Q2	$378K	Buy	+12,984	New	+$378K	0.03%	207