Burkett Financial Services’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 | $1.95M | Buy |
17,729
+10,984
| +163% | +$1.21M | 0.7% | 16 |
|
|
2025
Q1 | $626K | Sell |
6,745
-852
| -11% | -$79.1K | 0.26% | 29 |
|
|
2024
Q4 | $771K | Sell |
7,597
-242
| -3% | -$24.6K | 0.32% | 28 |
|
|
2024
Q3 | $751K | Sell |
7,839
-2,760
| -26% | -$264K | 0.31% | 27 |
|
|
2024
Q2 | $981K | Sell |
10,599
-934
| -8% | -$86.4K | 0.5% | 17 |
|
|
2024
Q1 | $974K | Sell |
11,533
-1,576
| -12% | -$133K | 0.5% | 18 |
|
|
2023
Q4 | $985K | Buy |
+13,109
| New | +$985K | 0.55% | 17 |
|