Courage Miller 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 | $619K | Hold |
5,623
| – | – | 0.2% | 46 |
|
|
2025
Q1 | $522K | Sell |
5,623
-4
| -0.1% | -$371 | 0.18% | 52 |
|
|
2024
Q4 | $571K | Sell |
5,627
-7
| -0.1% | -$711 | 0.2% | 49 |
|
|
2024
Q3 | $539K | Sell |
5,634
-686
| -11% | -$65.7K | 0.18% | 55 |
|
|
2024
Q2 | $585K | Sell |
6,320
-4
| -0.1% | -$370 | 0.21% | 49 |
|
|
2024
Q1 | $534K | Sell |
6,324
-363
| -5% | -$30.7K | 0.18% | 54 |
|
|
2023
Q4 | $502K | Sell |
6,687
-868
| -11% | -$65.2K | 0.19% | 54 |
|
|
2023
Q3 | $517K | Sell |
7,555
-188
| -2% | -$12.9K | 0.21% | 49 |
|
|
2023
Q2 | $546K | Sell |
7,743
-777
| -9% | -$54.8K | 0.23% | 51 |
|
|
2023
Q1 | $544K | Sell |
8,520
-21
| -0.2% | -$1.34K | 0.23% | 52 |
|
|
2022
Q4 | $500K | Sell |
8,541
-339
| -4% | -$19.8K | 0.23% | 51 |
|
|
2022
Q3 | $514K | Buy |
8,880
+140
| +2% | +$8.1K | 0.26% | 50 |
|
|
2022
Q2 | $527K | Buy |
8,740
+381
| +5% | +$23K | 0.25% | 50 |
|
|
2022
Q1 | $638K | Buy |
8,359
+486
| +6% | +$37.1K | 0.25% | 50 |
|
|
2021
Q4 | $659K | Buy |
7,873
+175
| +2% | +$14.6K | 0.25% | 52 |
|
|
2021
Q3 | $569K | Sell |
7,698
-912
| -11% | -$67.4K | 0.23% | 59 |
|
|
2021
Q2 | $626K | Buy |
8,610
+240
| +3% | +$17.4K | 0.26% | 58 |
|
|
2021
Q1 | $545K | Sell |
8,370
-59
| -0.7% | -$3.84K | 0.24% | 61 |
|
|
2020
Q4 | $538K | Sell |
8,429
-2,227
| -21% | -$142K | 0.25% | 60 |
|
|
2020
Q3 | $553K | Hold |
10,656
| – | – | 0.3% | 52 |
|
|
2020
Q2 | $552K | Buy |
10,656
+116
| +1% | +$6.01K | 0.3% | 52 |
|
|
2020
Q1 | $435K | Sell |
10,540
-2,288
| -18% | -$94.4K | 0.27% | 54 |
|
|
2019
Q4 | $621K | Sell |
12,828
-304
| -2% | -$14.7K | 0.32% | 51 |
|
|
2019
Q3 | $591K | Sell |
13,132
-1,276
| -9% | -$57.4K | 0.33% | 50 |
|
|
2019
Q2 | $645K | Sell |
14,408
-304
| -2% | -$13.6K | 0.35% | 48 |
|
|
2019
Q1 | $634K | Sell |
14,712
-64
| -0.4% | -$2.76K | 0.36% | 49 |
|
|
2018
Q4 | $556K | Buy |
14,776
+352
| +2% | +$13.2K | 0.33% | 51 |
|
|
2018
Q3 | $639K | Sell |
14,424
-124
| -0.9% | -$5.49K | 0.37% | 50 |
|
|
2018
Q2 | $591K | Buy |
14,548
+208
| +1% | +$8.45K | 0.35% | 50 |
|
|
2018
Q1 | $555K | Sell |
14,340
-2,376
| -14% | -$92K | 0.34% | 50 |
|
|
2017
Q4 | $638K | Sell |
16,716
-1,380
| -8% | -$52.7K | 0.39% | 47 |
|
|
2017
Q3 | $649K | Sell |
18,096
-1,240
| -6% | -$44.5K | 0.41% | 48 |
|
|
2017
Q2 | $662K | Sell |
19,336
-168
| -0.9% | -$5.75K | 0.44% | 46 |
|
|
2017
Q1 | $641K | Sell |
19,504
-51,540
| -73% | -$1.69M | 0.44% | 45 |
|
|
2016
Q4 | $2.16M | Sell |
71,044
-2,012
| -3% | -$61.3K | 1.51% | 22 |
|
|
2016
Q3 | $2.22M | Sell |
73,056
-340
| -0.5% | -$10.3K | 1.54% | 22 |
|
|
2016
Q2 | $2.14M | Sell |
73,396
-9,244
| -11% | -$269K | 1.53% | 22 |
|
|
2016
Q1 | $2.39M | Sell |
82,640
-6,004
| -7% | -$174K | 1.68% | 21 |
|
|
2015
Q4 | $2.57M | Buy |
88,644
+2,932
| +3% | +$84.9K | 1.77% | 21 |
|
|
2015
Q3 | $2.31M | Sell |
85,712
-632
| -0.7% | -$17K | 1.72% | 22 |
|
|
2015
Q2 | $2.46M | Sell |
86,344
-964
| -1% | -$27.4K | 1.83% | 22 |
|
|
2015
Q1 | $2.49M | Sell |
87,308
-3,436
| -4% | -$97.9K | 1.86% | 21 |
|
|
2014
Q4 | $2.53M | Sell |
90,744
-88,508
| -49% | -$2.47M | 2.09% | 20 |
|
|
2014
Q3 | $4.79M | Buy |
179,252
+2,236
| +1% | +$59.7K | 3.73% | 7 |
|
|
2014
Q2 | $4.66M | Sell |
177,016
-5,364
| -3% | -$141K | 3.41% | 6 |
|
|
2014
Q1 | $4.55M | Buy |
182,380
+13,052
| +8% | +$326K | 3.58% | 7 |
|
|
2013
Q4 | $4.18M | Sell |
169,328
-11,656
| -6% | -$288K | 3.54% | 8 |
|
|
2013
Q3 | $4.04M | Buy |
180,984
+9,968
| +6% | +$223K | 3.32% | 10 |
|
|
2013
Q2 | $3.59M | Buy |
+171,016
| New | +$3.59M | 3.26% | 11 |
|