CFM Wealth Partners’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 | $1.28M | Sell |
11,599
-220
| -2% | -$24.2K | 0.2% | 69 |
|
|
2025
Q1 | $1.1M | Sell |
11,819
-26
| -0.2% | -$2.41K | 0.19% | 78 |
|
|
2024
Q4 | $1.2M | Buy |
11,845
+731
| +7% | +$74.2K | 0.2% | 71 |
|
|
2024
Q3 | $1.06M | Buy |
11,114
+321
| +3% | +$30.7K | 0.19% | 78 |
|
|
2024
Q2 | $999K | Buy |
10,793
+312
| +3% | +$28.9K | 0.18% | 77 |
|
|
2024
Q1 | $885K | Sell |
10,481
-296
| -3% | -$25K | 0.18% | 79 |
|
|
2023
Q4 | $809K | Buy |
10,777
+252
| +2% | +$18.9K | 0.18% | 87 |
|
|
2023
Q3 | $720K | Sell |
10,525
-565
| -5% | -$38.7K | 0.19% | 82 |
|
|
2023
Q2 | $782K | Buy |
11,090
+268
| +2% | +$18.9K | 0.19% | 86 |
|
|
2023
Q1 | $691K | Sell |
10,822
-2,166
| -17% | -$138K | 0.19% | 89 |
|
|
2022
Q4 | $760K | Sell |
12,988
-209
| -2% | -$12.2K | 0.23% | 84 |
|
|
2022
Q3 | $763K | Buy |
13,197
+4,128
| +46% | +$239K | 0.24% | 83 |
|
|
2022
Q2 | $547K | Buy |
+9,069
| New | +$547K | 0.16% | 101 |
|
|
2020
Q3 | – | Sell |
-1,236
| Closed | -$64K | – | 311 |
|
|
2020
Q2 | $64K | Sell |
1,236
-664
| -35% | -$34.4K | 0.02% | 250 |
|
|
2020
Q1 | $78K | Hold |
1,900
| – | – | 0.04% | 220 |
|
|
2019
Q4 | $96K | Buy |
+1,900
| New | +$96K | 0.04% | 215 |
|