CIR
Clear Investment Research’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 | $1.31M | Sell |
11,916
-1,079
| -8% | -$119K | 1.65% | 15 |
|
|
2025
Q1 | $1.21M | Buy |
12,995
+857
| +7% | +$79.6K | 1.61% | 15 |
|
|
2024
Q4 | $1.23M | Sell |
12,138
-1,160
| -9% | -$118K | 1.59% | 16 |
|
|
2024
Q3 | $1.27M | Buy |
13,298
+542
| +4% | +$51.9K | 1.66% | 15 |
|
|
2024
Q2 | $1.18M | Sell |
12,756
-292
| -2% | -$27K | 1.54% | 16 |
|
|
2024
Q1 | $1.1M | Sell |
13,048
-1,137
| -8% | -$96K | 1.48% | 17 |
|
|
2023
Q4 | $1.07M | Buy |
14,185
+21
| +0.1% | +$1.58K | 1.5% | 17 |
|
|
2023
Q3 | $969K | Sell |
14,164
-226
| -2% | -$15.5K | 1.68% | 16 |
|
|
2023
Q2 | $1.01M | Sell |
14,390
-61
| -0.4% | -$4.3K | 1.7% | 16 |
|
|
2023
Q1 | $923K | Sell |
14,451
-455
| -3% | -$29.1K | 1.62% | 17 |
|
|
2022
Q4 | $872K | Buy |
14,906
+513
| +4% | +$30K | 1.69% | 16 |
|
|
2022
Q3 | $833K | Sell |
14,393
-1,585
| -10% | -$91.7K | 1.76% | 15 |
|
|
2022
Q2 | $964K | Buy |
15,978
+1,413
| +10% | +$85.3K | 2.13% | 14 |
|
|
2022
Q1 | $1.11M | Sell |
14,565
-2,122
| -13% | -$162K | 2.18% | 13 |
|
|
2021
Q4 | $1.4M | Sell |
16,687
-1,204
| -7% | -$101K | 2.14% | 13 |
|
|
2021
Q3 | $1.32M | Sell |
17,891
-1,286
| -7% | -$95K | 2.14% | 13 |
|
|
2021
Q2 | $1.4M | Sell |
19,177
-1,178
| -6% | -$85.7K | 2.33% | 12 |
|
|
2021
Q1 | $1.33M | Buy |
20,355
+251
| +1% | +$16.3K | 2.39% | 11 |
|
|
2020
Q4 | $1.28M | Buy |
20,104
+13,839
| +221% | +$883K | 2.32% | 12 |
|
|
2020
Q3 | $1.45M | Sell |
6,265
-369
| -6% | -$85.3K | 2.93% | 11 |
|
|
2020
Q2 | $1.38M | Sell |
6,634
-176
| -3% | -$36.5K | 2.95% | 11 |
|
|
2020
Q1 | $1.12M | Sell |
6,810
-97
| -1% | -$16K | 2.73% | 10 |
|
|
2019
Q4 | $1.34M | Sell |
6,907
-642
| -9% | -$124K | 2.76% | 11 |
|
|
2019
Q3 | $1.36M | Sell |
7,549
-338
| -4% | -$60.8K | 2.91% | 10 |
|
|
2019
Q2 | $1.41M | Sell |
7,887
-223
| -3% | -$40K | 2.32% | 11 |
|
|
2019
Q1 | $1.4M | Sell |
8,110
-316
| -4% | -$54.5K | 2.18% | 13 |
|
|
2018
Q4 | $1.27M | Buy |
8,426
+416
| +5% | +$62.7K | 2.05% | 13 |
|
|
2018
Q3 | $1.42M | Sell |
8,010
-51,268
| -86% | -$9.08M | 2.05% | 13 |
|
|
2018
Q2 | $9.19M | Hold |
59,278
| – | – | 6.02% | 8 |
|
|
2018
Q1 | $9.19M | Sell |
59,278
-618
| -1% | -$95.8K | 6.02% | 8 |
|
|
2017
Q4 | $9.15M | Sell |
59,896
-2,350
| -4% | -$359K | 6.06% | 7 |
|
|
2017
Q3 | $8.93M | Buy |
62,246
+12,292
| +25% | +$1.76M | 6.06% | 6 |
|
|
2017
Q2 | $6.84M | Sell |
49,954
-24,055
| -33% | -$3.29M | 5.21% | 7 |
|
|
2017
Q1 | $9.73M | Sell |
74,009
-792
| -1% | -$104K | 6.99% | 5 |
|
|
2016
Q4 | $9.11M | Sell |
74,801
-472
| -0.6% | -$57.5K | 7.03% | 6 |
|
|
2016
Q3 | $9.16M | Buy |
75,273
+43,318
| +136% | +$5.27M | 7.26% | 6 |
|
|
2016
Q2 | $3.73M | Sell |
31,955
-28,836
| -47% | -$3.36M | 3.89% | 12 |
|
|
2016
Q1 | $7.05M | Buy |
60,791
+1,549
| +3% | +$180K | 5.77% | 7 |
|
|
2015
Q4 | $6.86M | Buy |
59,242
+2,107
| +4% | +$244K | 5.85% | 7 |
|
|
2015
Q3 | $6.16M | Sell |
57,135
-958
| -2% | -$103K | 5.71% | 6 |
|
|
2015
Q2 | $6.62M | Buy |
58,093
+2,007
| +4% | +$229K | 5.89% | 6 |
|
|
2015
Q1 | $6.39M | Buy |
+56,086
| New | +$6.39M | 5.78% | 6 |
|