Boston Financial Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.33M | Hold |
13,102
| – | – | 0.04% | 178 |
|
|
2024
Q3 | $1.25M | Sell |
13,102
-150
| -1% | -$13.8K | 0.04% | 180 |
|
|
2024
Q2 | $1.23M | Sell |
13,252
-300
| -2% | -$25.9K | 0.04% | 182 |
|
|
2024
Q1 | $1.14M | Sell |
13,552
-525
| -4% | -$42.2K | 0.04% | 185 |
|
|
2023
Q4 | $1.06M | Buy |
14,077
+225
| +2% | +$16K | 0.04% | 188 |
|
|
2023
Q3 | $948K | Hold |
13,852
| – | – | 0.04% | 181 |
|
|
2023
Q2 | $976K | Sell |
13,852
-200
| -1% | -$13.2K | 0.04% | 186 |
|
|
2023
Q1 | $898K | Sell |
14,052
-752
| -5% | -$46K | 0.04% | 184 |
|
|
2022
Q4 | $866K | Sell |
14,804
-750
| -5% | -$45K | 0.03% | 188 |
|
|
2022
Q3 | $900K | Hold |
15,554
| – | – | 0.04% | 175 |
|
|
2022
Q2 | $939K | Sell |
15,554
-150
| -1% | -$9.93K | 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% | -$22.9K | 0.05% | 134 |
|
|
2021
Q2 | $1.16M | Sell |
16,004
-755
| -5% | -$52.3K | 0.05% | 130 |
|
|
2021
Q1 | $1.09M | Sell |
16,759
-350
| -2% | -$22.6K | 0.05% | 123 |
|
|
2020
Q4 | $1.09M | Sell |
17,109
-4,247
| -20% | -$258K | 0.05% | 121 |
|
|
2020
Q3 | $1.23M | Buy |
21,356
+1,740
| +9% | +$98.5K | 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% | +$354K | 0.05% | 135 |
|
|
2019
Q3 | $539K | Sell |
11,972
-548
| -4% | -$24.8K | 0.03% | 170 |
|
|
2019
Q2 | $561K | Buy |
12,520
+548
| +5% | +$24.1K | 0.03% | 170 |
|
|
2019
Q1 | $516K | Hold |
11,972
| – | – | 0.03% | 184 |
|
|
2018
Q4 | $451K | Sell |
11,972
-40
| -0.3% | -$1.62K | 0.03% | 197 |
|
|
2018
Q3 | $532K | Sell |
12,012
-900
| -7% | -$38.7K | 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% | -$199K | 0.03% | 207 |
|
|
2017
Q1 | $617K | Sell |
18,780
-1,004
| -5% | -$32.2K | 0.05% | 197 |
|
|
2016
Q4 | $602K | Hold |
19,784
| – | – | 0.05% | 198 |
|
|
2016
Q3 | $602K | Buy |
19,784
+6,800
| +52% | +$206K | 0.05% | 195 |
|
|
2016
Q2 | $378K | Buy |
+12,984
| New | +$377K | 0.03% | 207 |
|
Other funds holding IVW
Boston Financial Management's IVW Position: Q4 2024 in Review
Boston Financial Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2024 at 13,102 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #178.
Boston Financial Management first reported a position in IVW in Q2 2016 and has held it in 35 quarters since. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.
- Boston Financial Management held 13,102 shares of iShares S&P 500 Growth ETF worth $1.33M as of Q4 2024.
- Boston Financial Management left its iShares S&P 500 Growth ETF share count unchanged in Q4 2024.
- iShares S&P 500 Growth ETF made up 0.04% of Boston Financial Management's portfolio in Q4 2024, its #178 holding.
- Boston Financial Management first reported a position in iShares S&P 500 Growth ETF in Q2 2016 and has held it in 35 quarters since.
- 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.
Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.