Colton Groome Financial Advisors’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 | $688K | Buy |
6,247
+225
| +4% | +$24.8K | 0.23% | 65 |
|
|
2025
Q1 | $570K | Sell |
6,022
-342
| -5% | -$32.4K | 0.22% | 62 |
|
|
2024
Q4 | $646K | Hold |
6,364
| – | – | 0.25% | 58 |
|
|
2024
Q3 | $609K | Sell |
6,364
-575
| -8% | -$55.1K | 0.23% | 65 |
|
|
2024
Q2 | $642K | Sell |
6,939
-233
| -3% | -$21.6K | 0.25% | 59 |
|
|
2024
Q1 | $606K | Sell |
7,172
-569
| -7% | -$48K | 0.24% | 60 |
|
|
2023
Q4 | $581K | Sell |
7,741
-131
| -2% | -$9.84K | 0.25% | 63 |
|
|
2023
Q3 | $539K | Sell |
7,872
-115
| -1% | -$7.87K | 0.27% | 65 |
|
|
2023
Q2 | $563K | Sell |
7,987
-50
| -0.6% | -$3.52K | 0.26% | 70 |
|
|
2023
Q1 | $513K | Sell |
8,037
-69
| -0.9% | -$4.41K | 0.24% | 75 |
|
|
2022
Q4 | $474K | Sell |
8,106
-3,778
| -32% | -$221K | 0.23% | 70 |
|
|
2022
Q3 | $687K | Sell |
11,884
-67
| -0.6% | -$3.87K | 0.35% | 50 |
|
|
2022
Q2 | $721K | Buy |
11,951
+2,611
| +28% | +$158K | 0.36% | 42 |
|
|
2022
Q1 | $713K | Sell |
9,340
-1,668
| -15% | -$127K | 0.33% | 48 |
|
|
2021
Q4 | $921K | Sell |
11,008
-318
| -3% | -$26.6K | 0.37% | 52 |
|
|
2021
Q3 | $837K | Sell |
11,326
-43
| -0.4% | -$3.18K | 0.36% | 45 |
|
|
2021
Q2 | $827K | Sell |
11,369
-748
| -6% | -$54.4K | 0.38% | 46 |
|
|
2021
Q1 | $789K | Sell |
12,117
-1,080
| -8% | -$70.3K | 0.44% | 32 |
|
|
2020
Q4 | $842K | Sell |
13,197
-7,851
| -37% | -$501K | 0.54% | 33 |
|
|
2020
Q3 | $1.22M | Sell |
21,048
-5,400
| -20% | -$312K | 0.85% | 24 |
|
|
2020
Q2 | $1.37M | Sell |
26,448
-368
| -1% | -$19.1K | 1% | 24 |
|
|
2020
Q1 | $1.11M | Sell |
26,816
-316
| -1% | -$13K | 0.92% | 20 |
|
|
2019
Q4 | $1.31M | Sell |
27,132
-1,480
| -5% | -$71.6K | 0.94% | 24 |
|
|
2019
Q3 | $1.32M | Sell |
28,612
-1,624
| -5% | -$75K | 0.98% | 25 |
|
|
2019
Q2 | $1.36M | Buy |
+30,236
| New | +$1.36M | 1.09% | 15 |
|