CCFM
Clear Creek Financial Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Sell |
127,678
-234,344
| -65% | -$25.8M | 1.34% | 12 |
|
|
2025
Q1 | $33.6M | Buy |
362,022
+80,180
| +28% | +$7.44M | 3.48% | 2 |
|
|
2024
Q4 | $28.6M | Buy |
281,842
+101,215
| +56% | +$10.3M | 3.09% | 3 |
|
|
2024
Q3 | $17.3M | Sell |
180,627
-124,698
| -41% | -$11.9M | 1.96% | 7 |
|
|
2024
Q2 | $28.3M | Buy |
305,325
+4,947
| +2% | +$458K | 3.42% | 4 |
|
|
2024
Q1 | $25.4M | Sell |
300,378
-12,142
| -4% | -$1.03M | 3.25% | 4 |
|
|
2023
Q4 | $23.5M | Buy |
312,520
+259,020
| +484% | +$19.5M | 3.73% | 5 |
|
|
2023
Q3 | $3.66M | Sell |
53,500
-88,917
| -62% | -$6.08M | 0.64% | 29 |
|
|
2023
Q2 | $10M | Sell |
142,417
-76,659
| -35% | -$5.4M | 1.74% | 14 |
|
|
2023
Q1 | $14M | Buy |
+219,076
| New | +$14M | 2.66% | 7 |
|
|
2022
Q2 | – | Sell |
-102,157
| Closed | -$7.8M | – | 342 |
|
|
2022
Q1 | $7.8M | Sell |
102,157
-5,389
| -5% | -$412K | 1.22% | 18 |
|
|
2021
Q4 | $9M | Buy |
107,546
+104,600
| +3,551% | +$8.75M | 1.35% | 18 |
|
|
2021
Q3 | $218K | Hold |
2,946
| – | – | 0.04% | 288 |
|
|
2021
Q2 | $214K | Buy |
+2,946
| New | +$214K | 0.03% | 292 |
|
|
2021
Q1 | – | Sell |
-56,883
| Closed | -$3.63M | – | 151 |
|
|
2020
Q4 | $3.63M | Buy |
+56,883
| New | +$3.63M | 0.7% | 35 |
|