Concord 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 | $60.7K | Hold |
551
| – | – | 0.01% | 323 |
|
|
2025
Q1 | $51.1K | Buy |
551
+1
| +0.2% | +$93 | 0.01% | 314 |
|
|
2024
Q4 | $55.8K | Buy |
550
+1
| +0.2% | +$102 | 0.01% | 313 |
|
|
2024
Q3 | $52.6K | Sell |
549
-140
| -20% | -$13.4K | 0.01% | 328 |
|
|
2024
Q2 | $63.7K | Buy |
689
+84
| +14% | +$7.77K | 0.01% | 285 |
|
|
2024
Q1 | $51.1K | Sell |
605
-444
| -42% | -$37.5K | 0.01% | 349 |
|
|
2023
Q4 | $78.8K | Sell |
1,049
-227
| -18% | -$17K | 0.02% | 303 |
|
|
2023
Q3 | $87.3K | Hold |
1,276
| – | – | 0.02% | 302 |
|
|
2023
Q2 | $89.9K | Buy |
1,276
+1
| +0.1% | +$70 | 0.02% | 288 |
|
|
2023
Q1 | $81.5K | Buy |
1,275
+1
| +0.1% | +$64 | 0.02% | 275 |
|
|
2022
Q4 | $74.5K | Buy |
+1,274
| New | +$74.5K | 0.02% | 295 |
|
|
2022
Q3 | – | Sell |
-1,297
| Closed | -$78K | – | 645 |
|
|
2022
Q2 | $78K | Hold |
1,297
| – | – | 0.02% | 298 |
|
|
2022
Q1 | $99K | Buy |
1,297
+376
| +41% | +$28.7K | 0.03% | 301 |
|
|
2021
Q4 | $77K | Buy |
+921
| New | +$77K | 0.02% | 352 |
|