Commonwealth Equity Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Commonwealth Equity Services’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$344M	Buy	3,037,160 +41,526	+1%	+$4.99M	0.48%	27
2025 Q4	$369M	Sell	2,995,634 -224,920	-7%	-$27.5M	0.49%	28
2025 Q3	$389M	Sell	3,220,554 -379,293	-11%	-$43.6M	0.5%	25
2025 Q2	$396M	Buy	3,599,847 +66,596	+2%	+$6.59M	0.52%	23
2025 Q1	$328M	Buy	3,533,251 +147,169	+4%	+$14.8M	0.46%	32
2024 Q4	$344M	Buy	3,386,082 +117,841	+4%	+$11.8M	0.5%	30
2024 Q3	$313M	Sell	3,268,241 -73,726	-2%	-$6.81M	0.47%	32
2024 Q2	$309M	Buy	3,341,967 +334,341	+11%	+$28.8M	0.49%	29
2024 Q1	$254M	Buy	3,007,626 +175,783	+6%	+$14.1M	0.42%	39
2023 Q4	$213M	Sell	2,831,843 -84,761	-3%	-$6.03M	0.39%	40
2023 Q3	$200M	Buy	2,916,604 +204,244	+8%	+$14.5M	0.41%	40
2023 Q2	$191M	Sell	2,712,360 -186,056	-6%	-$12.3M	0.39%	40
2023 Q1	$185K	Sell	2,898,416 -106,139	-4%	-$6.49M	0.39%	41
2022 Q4	$176M	Buy	3,004,555 +323,252	+12%	+$19.4M	0.42%	42
2022 Q3	$155M	Buy	2,681,303 +2,942	+0.1%	+$191K	0.4%	46
2022 Q2	$162M	Buy	2,678,361 +75,274	+3%	+$4.98M	0.42%	44
2022 Q1	$199M	Buy	2,603,087 +186,568	+8%	+$14M	0.45%	41
2021 Q4	$202M	Buy	2,416,519 +47,337	+2%	+$3.81M	0.46%	37
2021 Q3	$175M	Buy	2,369,182 +35,119	+2%	+$2.68M	0.44%	42
2021 Q2	$170M	Sell	2,334,063 -15,711	-0.7%	-$1.09M	0.43%	43
2021 Q1	$153M	Sell	2,349,774 -148,967	-6%	-$9.63M	0.43%	42
2020 Q4	$159M	Sell	2,498,741 -664,403	-21%	-$40.3M	0.48%	40
2020 Q3	$183M	Sell	3,163,144 -172,900	-5%	-$9.79M	0.62%	23
2020 Q2	$173M	Buy	3,336,044 +159,268	+5%	+$7.63M	0.65%	24
2020 Q1	$131M	Sell	3,176,776 -78,948	-2%	-$3.73M	0.61%	30
2019 Q4	$158M	Sell	3,255,724 -8,708	-0.3%	-$404K	0.6%	30
2019 Q3	$147M	Sell	3,264,432 -313,776	-9%	-$14.2M	0.63%	30
2019 Q2	$160M	Sell	3,578,208 -32,804	-0.9%	-$1.44M	0.71%	29
2019 Q1	$156M	Sell	3,611,012 -46,344	-1%	-$1.9M	0.72%	28
2018 Q4	$138M	Sell	3,657,356 -15,188	-0.4%	-$615K	0.73%	27
2018 Q3	$163M	Buy	3,672,544 +129,872	+4%	+$5.58M	0.78%	21
2018 Q2	$144M	Buy	3,542,672 +292,592	+9%	+$11.8M	0.75%	24
2018 Q1	$126M	Sell	3,250,080 -38,348	-1%	-$1.53M	0.68%	28
2017 Q4	$126M	Buy	3,288,428 +193,992	+6%	+$7.25M	0.69%	27
2017 Q3	$111M	Buy	3,094,436 +5,836	+0.2%	+$206K	0.66%	28
2017 Q2	$106M	Buy	3,088,600 +261,964	+9%	+$8.88M	0.67%	28
2017 Q1	$92.9M	Buy	2,826,636 +39,264	+1%	+$1.26M	0.62%	28
2016 Q4	$84.9M	Buy	2,787,372 +265,928	+11%	+$8.03M	0.63%	30
2016 Q3	$76.7M	Buy	2,521,444 +338,500	+16%	+$10.3M	0.61%	30
2016 Q2	$63.6M	Buy	2,182,944 +52,732	+2%	+$1.53M	0.54%	36
2016 Q1	$61.7M	Sell	2,130,212 -64,336	-3%	-$1.77M	0.55%	34
2015 Q4	$63.5M	Sell	2,194,548 -74,900	-3%	-$2.18M	0.6%	30
2015 Q3	$61.2M	Buy	2,269,448 +312,000	+16%	+$8.87M	0.64%	28
2015 Q2	$55.7M	Buy	1,957,448 +140,468	+8%	+$4.07M	0.55%	32
2015 Q1	$51.8M	Sell	1,816,980 -237,460	-12%	-$6.74M	0.54%	31
2014 Q4	$57.3M	Sell	2,054,440 -116,180	-5%	-$3.17M	0.64%	28
2014 Q3	$58M	Buy	2,170,620 +182,980	+9%	+$4.88M	0.7%	26
2014 Q2	$52.3M	Sell	1,987,640 -260,024	-12%	-$6.6M	0.64%	28
2014 Q1	$56.1M	Buy	2,247,664 +596,556	+36%	+$14.7M	0.77%	22
2013 Q4	$40.8M	Buy	1,651,108 +23,784	+1%	+$561K	0.59%	29
2013 Q3	$36.4M	Buy	1,627,324 +45,660	+3%	+$1.01M	0.59%	30
2013 Q2	$33.2M	Buy	+1,581,664	New	+$33.5M	0.59%	33