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