Certified Advisory Corp’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 | $2.78M | Sell |
25,240
-1,045
| -4% | -$115K | 0.29% | 91 |
|
|
2025
Q1 | $2.44M | Buy |
26,285
+48
| +0.2% | +$4.46K | 0.28% | 95 |
|
|
2024
Q4 | $2.66M | Sell |
26,237
-976
| -4% | -$99.1K | 0.29% | 94 |
|
|
2024
Q3 | $2.61M | Sell |
27,213
-87
| -0.3% | -$8.33K | 0.29% | 93 |
|
|
2024
Q2 | $2.53M | Sell |
27,300
-564
| -2% | -$52.2K | 0.32% | 89 |
|
|
2024
Q1 | $2.35M | Sell |
27,864
-39
| -0.1% | -$3.29K | 0.33% | 86 |
|
|
2023
Q4 | $2.1M | Sell |
27,903
-1,213
| -4% | -$91.1K | 0.32% | 90 |
|
|
2023
Q3 | $1.99M | Sell |
29,116
-740
| -2% | -$50.6K | 0.37% | 83 |
|
|
2023
Q2 | $2.1M | Sell |
29,856
-3,182
| -10% | -$224K | 0.39% | 78 |
|
|
2023
Q1 | $2.11M | Sell |
33,038
-10,389
| -24% | -$664K | 0.38% | 80 |
|
|
2022
Q4 | $2.54M | Buy |
43,427
+16,619
| +62% | +$972K | 0.5% | 58 |
|
|
2022
Q3 | $1.55M | Buy |
26,808
+7,310
| +37% | +$423K | 0.35% | 81 |
|
|
2022
Q2 | $1.18M | Buy |
19,498
+1,774
| +10% | +$107K | 0.26% | 95 |
|
|
2022
Q1 | $1.35M | Sell |
17,724
-881
| -5% | -$67.3K | 0.29% | 89 |
|
|
2021
Q4 | $1.56M | Sell |
18,605
-118
| -0.6% | -$9.88K | 0.34% | 77 |
|
|
2021
Q3 | $1.38M | Sell |
18,723
-890
| -5% | -$65.8K | 0.34% | 74 |
|
|
2021
Q2 | $1.43M | Sell |
19,613
-401
| -2% | -$29.2K | 0.36% | 70 |
|
|
2021
Q1 | $1.3M | Buy |
+20,014
| New | +$1.3M | 0.34% | 71 |
|
|
2020
Q2 | $2.8M | Buy |
53,964
+808
| +2% | +$41.9K | 0.93% | 24 |
|
|
2020
Q1 | $2.19M | Sell |
53,156
-1,488
| -3% | -$61.4K | 0.87% | 27 |
|
|
2019
Q4 | $2.65M | Buy |
54,644
+356
| +0.7% | +$17.2K | 0.85% | 26 |
|
|
2019
Q3 | $2.44M | Buy |
54,288
+296
| +0.5% | +$13.3K | 0.85% | 22 |
|
|
2019
Q2 | $2.42M | Sell |
53,992
-876
| -2% | -$39.2K | 0.9% | 22 |
|
|
2019
Q1 | $2.36M | Buy |
54,868
+23,680
| +76% | +$1.02M | 0.99% | 20 |
|
|
2018
Q4 | $1.18M | Buy |
31,188
+6,528
| +26% | +$246K | 0.61% | 37 |
|
|
2018
Q3 | $1.09M | Sell |
24,660
-152
| -0.6% | -$6.73K | 0.51% | 47 |
|
|
2018
Q2 | $1.01M | Sell |
24,812
-732
| -3% | -$29.8K | 0.56% | 48 |
|
|
2018
Q1 | $990K | Sell |
25,544
-912
| -3% | -$35.3K | 0.59% | 47 |
|
|
2017
Q4 | $1.01M | Buy |
+26,456
| New | +$1.01M | 0.73% | 39 |
|