Cornell Pochily Investment 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 | $2.04M | Buy |
18,505
+3
| +0% | +$330 | 0.67% | 45 |
|
|
2025
Q1 | $1.72M | Sell |
18,502
-938
| -5% | -$87.1K | 0.6% | 49 |
|
|
2024
Q4 | $1.97M | Sell |
19,440
-517
| -3% | -$52.5K | 0.69% | 39 |
|
|
2024
Q3 | $1.91M | Buy |
19,957
+372
| +2% | +$35.6K | 0.66% | 38 |
|
|
2024
Q2 | $1.81M | Buy |
19,585
+21
| +0.1% | +$1.94K | 0.69% | 39 |
|
|
2024
Q1 | $1.65M | Buy |
19,564
+152
| +0.8% | +$12.8K | 0.66% | 46 |
|
|
2023
Q4 | $1.46M | Sell |
19,412
-868
| -4% | -$65.2K | 0.6% | 50 |
|
|
2023
Q3 | $1.39M | Sell |
20,280
-6,681
| -25% | -$457K | 0.6% | 49 |
|
|
2023
Q2 | $1.9M | Sell |
26,961
-796
| -3% | -$56.1K | 0.78% | 30 |
|
|
2023
Q1 | $1.77M | Sell |
27,757
-1,053
| -4% | -$67.3K | 0.76% | 34 |
|
|
2022
Q4 | $1.69M | Buy |
28,810
+78
| +0.3% | +$4.56K | 0.75% | 35 |
|
|
2022
Q3 | $1.66M | Sell |
28,732
-870
| -3% | -$50.3K | 0.73% | 33 |
|
|
2022
Q2 | $1.79M | Sell |
29,602
-5,808
| -16% | -$351K | 0.8% | 34 |
|
|
2022
Q1 | $2.71M | Buy |
35,410
+5,812
| +20% | +$444K | 1.05% | 26 |
|
|
2021
Q4 | $2.48M | Buy |
29,598
+352
| +1% | +$29.4K | 0.96% | 30 |
|
|
2021
Q3 | $2.16M | Buy |
29,246
+2,084
| +8% | +$154K | 0.94% | 32 |
|
|
2021
Q2 | $1.98M | Sell |
27,162
-603
| -2% | -$43.8K | 0.87% | 35 |
|
|
2021
Q1 | $1.81M | Buy |
27,765
+1,630
| +6% | +$106K | 0.87% | 33 |
|
|
2020
Q4 | $1.67M | Buy |
26,135
+3,119
| +14% | +$199K | 0.8% | 36 |
|
|
2020
Q3 | $1.33M | Sell |
23,016
-72
| -0.3% | -$4.16K | 0.76% | 37 |
|
|
2020
Q2 | $1.2M | Buy |
23,088
+1,004
| +5% | +$52.1K | 0.74% | 39 |
|
|
2020
Q1 | $911K | Buy |
22,084
+1,424
| +7% | +$58.7K | 0.68% | 44 |
|
|
2019
Q4 | $1M | Buy |
20,660
+248
| +1% | +$12K | 0.6% | 46 |
|
|
2019
Q3 | $919K | Sell |
20,412
-1,436
| -7% | -$64.7K | 0.59% | 50 |
|
|
2019
Q2 | $979 | Buy |
21,848
+368
| +2% | +$16 | 0.25% | 54 |
|
|
2019
Q1 | $925K | Sell |
21,480
-3,196
| -13% | -$138K | 0.63% | 45 |
|
|
2018
Q4 | $929K | Buy |
24,676
+2,432
| +11% | +$91.6K | 0.6% | 46 |
|
|
2018
Q3 | $985K | Buy |
22,244
+1,308
| +6% | +$57.9K | 0.67% | 42 |
|
|
2018
Q2 | $851K | Buy |
20,936
+948
| +5% | +$38.5K | 0.59% | 46 |
|
|
2018
Q1 | $775K | Buy |
19,988
+404
| +2% | +$15.7K | 0.55% | 57 |
|
|
2017
Q4 | $748K | Buy |
+19,584
| New | +$748K | 0.48% | 63 |
|