Center for Financial Planning’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 | $145K | Hold |
1,318
| – | – | 0.02% | 184 |
|
|
2025
Q1 | $122K | Hold |
1,318
| – | – | 0.02% | 185 |
|
|
2024
Q4 | $134K | Buy |
1,318
+504
| +62% | +$51.2K | 0.02% | 177 |
|
|
2024
Q3 | $77.9K | Hold |
814
| – | – | 0.01% | 204 |
|
|
2024
Q2 | $75.3K | Hold |
814
| – | – | 0.01% | 198 |
|
|
2024
Q1 | $68.7K | Hold |
814
| – | – | 0.01% | 207 |
|
|
2023
Q4 | $61.1K | Sell |
814
-714
| -47% | -$53.6K | 0.01% | 205 |
|
|
2023
Q3 | $105K | Hold |
1,528
| – | – | 0.02% | 165 |
|
|
2023
Q2 | $108K | Hold |
1,528
| – | – | 0.02% | 166 |
|
|
2023
Q1 | $97.6K | Hold |
1,528
| – | – | 0.02% | 168 |
|
|
2022
Q4 | $89.4K | Sell |
1,528
-164
| -10% | -$9.59K | 0.02% | 173 |
|
|
2022
Q3 | $98K | Hold |
1,692
| – | – | 0.03% | 159 |
|
|
2022
Q2 | $102K | Hold |
1,692
| – | – | 0.03% | 161 |
|
|
2022
Q1 | $129K | Hold |
1,692
| – | – | 0.03% | 155 |
|
|
2021
Q4 | $142K | Hold |
1,692
| – | – | 0.03% | 149 |
|
|
2021
Q3 | $125K | Hold |
1,692
| – | – | 0.03% | 150 |
|
|
2021
Q2 | $123K | Sell |
1,692
-300
| -15% | -$21.8K | 0.03% | 153 |
|
|
2021
Q1 | $130K | Buy |
+1,992
| New | +$130K | 0.03% | 147 |
|