Cooper Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.49M | Buy |
10,864
+80
| +0.7% | +$10.6K | 0.12% | 125 |
|
|
2026
Q1 | $1.22M | Buy |
10,784
+28
| +0.3% | +$3.37K | 0.12% | 130 |
|
|
2025
Q4 | $1.33M | Sell |
10,756
-1,068
| -9% | -$131K | 0.14% | 117 |
|
|
2025
Q3 | $1.43M | Sell |
11,824
-409
| -3% | -$47K | 0.16% | 101 |
|
|
2025
Q2 | $1.35M | Sell |
12,233
-11,522
| -49% | -$1.14M | 0.16% | 112 |
|
|
2025
Q1 | $2.21M | Buy |
23,755
+6,454
| +37% | +$651K | 0.29% | 66 |
|
|
2024
Q4 | $1.76M | Buy |
17,301
+4,035
| +30% | +$403K | 0.21% | 90 |
|
|
2024
Q3 | $1.27M | Buy |
13,266
+7,256
| +121% | +$670K | 0.16% | 107 |
|
|
2024
Q2 | $556K | Buy |
6,010
+1,222
| +26% | +$105K | 0.08% | 209 |
|
|
2024
Q1 | $404K | Buy |
4,788
+464
| +11% | +$37.3K | 0.07% | 249 |
|
|
2023
Q4 | $325K | Sell |
4,324
-613
| -12% | -$43.6K | 0.06% | 261 |
|
|
2023
Q3 | $338K | Buy |
4,937
+1,949
| +65% | +$138K | 0.08% | 247 |
|
|
2023
Q2 | $211K | Buy |
+2,988
| New | +$198K | 0.05% | 296 |
|
|
2023
Q1 | – | Sell |
-5,436
| Closed | -$318K | – | 312 |
|
|
2022
Q4 | $318K | Buy |
5,436
+1,859
| +52% | +$112K | 0.1% | 212 |
|
|
2022
Q3 | $207K | Buy |
+3,577
| New | +$232K | 0.07% | 241 |
|
|
2022
Q2 | – | Sell |
-3,344
| Closed | -$255K | – | 266 |
|
|
2022
Q1 | $255K | Buy |
3,344
+168
| +5% | +$12.6K | 0.1% | 200 |
|
|
2021
Q4 | $266K | Sell |
3,176
-6,320
| -67% | -$509K | 0.1% | 189 |
|
|
2021
Q3 | $702K | Buy |
9,496
+20
| +0.2% | +$1.52K | 0.15% | 101 |
|
|
2021
Q2 | $689K | Sell |
9,476
-396
| -4% | -$27.4K | 0.14% | 99 |
|
|
2021
Q1 | $643K | Sell |
9,872
-16,243
| -62% | -$1.05M | 0.15% | 99 |
|
|
2020
Q4 | $1.67M | Buy |
26,115
+16,639
| +176% | +$1.01M | 0.34% | 48 |
|
|
2020
Q3 | $547K | Hold |
9,476
| – | – | 0.16% | 95 |
|
|
2020
Q2 | $492K | Sell |
9,476
-684
| -7% | -$32.8K | 0.16% | 91 |
|
|
2020
Q1 | $419K | Sell |
10,160
-1,840
| -15% | -$87K | 0.17% | 81 |
|
|
2019
Q4 | $581K | Sell |
12,000
-8,480
| -41% | -$393K | 0.23% | 67 |
|
|
2019
Q3 | $922K | Buy |
20,480
+8,484
| +71% | +$384K | 0.42% | 38 |
|
|
2019
Q2 | $538K | Buy |
11,996
+1,008
| +9% | +$44.3K | 0.26% | 60 |
|
|
2019
Q1 | $474K | Sell |
10,988
-2,504
| -19% | -$103K | 0.26% | 57 |
|
|
2018
Q4 | $508K | Buy |
+13,492
| New | +$546K | 0.34% | 47 |
|
Other funds holding IVW
LI
CCWA
SWP
SHJ
CFS
PWM
ANB
EL
BCM