Coyle Financial Counsel’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 | $422K | Hold |
3,833
| – | – | 0.11% | 63 |
|
2025
Q1 | $356K | Hold |
3,833
| – | – | 0.11% | 58 |
|
2024
Q4 | $389K | Hold |
3,833
| – | – | 0.12% | 57 |
|
2024
Q3 | $355K | Hold |
3,833
| – | – | 0.12% | 54 |
|
2024
Q2 | $324K | Hold |
3,833
| – | – | 0.12% | 53 |
|
2024
Q1 | $324K | Hold |
3,833
| – | – | 0.12% | 53 |
|
2023
Q4 | $288K | Hold |
3,833
| – | – | 0.11% | 55 |
|
2023
Q3 | $262K | Hold |
3,833
| – | – | 0.11% | 54 |
|
2023
Q2 | $270K | Hold |
3,833
| – | – | 0.12% | 55 |
|
2023
Q1 | $245K | Hold |
3,833
| – | – | 0.11% | 56 |
|
2022
Q4 | $224K | Hold |
3,833
| – | – | 0.11% | 56 |
|
2022
Q3 | $222K | Hold |
3,833
| – | – | 0.15% | 54 |
|
2022
Q2 | $231K | Sell |
3,833
-1,215
| -24% | -$73.2K | 0.13% | 59 |
|
2022
Q1 | $386K | Hold |
5,048
| – | – | 0.21% | 50 |
|
2021
Q4 | $422K | Hold |
5,048
| – | – | 0.25% | 50 |
|
2021
Q3 | $373K | Hold |
5,048
| – | – | 0.22% | 51 |
|
2021
Q2 | $367K | Hold |
5,048
| – | – | 0.22% | 45 |
|
2021
Q1 | $329K | Hold |
5,048
| – | – | 0.23% | 45 |
|
2020
Q4 | $322K | Hold |
5,048
| – | – | 0.24% | 45 |
|
2020
Q3 | $292K | Hold |
5,048
| – | – | 0.24% | 45 |
|
2020
Q2 | $262K | Hold |
5,048
| – | – | 0.24% | 43 |
|
2020
Q1 | $208K | Hold |
5,048
| – | – | 0.26% | 46 |
|
2019
Q4 | $244K | Hold |
5,048
| – | – | 0.23% | 52 |
|
2019
Q3 | $227K | Hold |
5,048
| – | – | 0.23% | 53 |
|
2019
Q2 | $226K | Buy |
+5,048
| New | +$226K | 0.2% | 55 |
|