Cornerstone Planning Group’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 | $201K | Sell |
1,781
-702
| -28% | -$79.4K | 0.04% | 84 |
|
|
2025
Q1 | $224K | Buy |
2,483
+928
| +60% | +$83.9K | 0.05% | 82 |
|
|
2024
Q4 | $159K | Sell |
1,555
-79
| -5% | -$8.1K | 0.04% | 86 |
|
|
2024
Q3 | $161K | Sell |
1,634
-671
| -29% | -$66.1K | 0.04% | 82 |
|
|
2024
Q2 | $195K | Buy |
2,305
+167
| +8% | +$14.2K | 0.06% | 76 |
|
|
2024
Q1 | $178K | Buy |
2,138
+305
| +17% | +$25.4K | 0.06% | 82 |
|
|
2023
Q4 | $138K | Sell |
1,833
-494
| -21% | -$37.1K | 0.05% | 103 |
|
|
2023
Q3 | $159K | Buy |
2,327
+1,538
| +195% | +$105K | 0.06% | 86 |
|
|
2023
Q2 | $55.6K | Buy |
+789
| New | +$55.6K | 0.02% | 225 |
|