Creative Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $78.5M | Buy |
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|
2025
Q2 | $70.7M | Sell |
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|
2025
Q1 | $61.1M | Buy |
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|
2024
Q4 | $58.5M | Buy |
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|
2024
Q3 | $48.5M | Buy |
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|
2024
Q2 | $45.4M | Buy |
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|
2024
Q1 | $41.2M | Sell |
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|
2023
Q4 | $36.8M | Buy |
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|
2023
Q3 | $33.4M | Buy |
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|
2023
Q2 | $32.8M | Sell |
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|
2023
Q1 | $31.4M | Sell |
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|
2022
Q4 | $29.5M | Buy |
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|
2022
Q3 | $25.6M | Sell |
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|
2022
Q2 | $27.9M | Buy |
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|
2022
Q1 | $31.8M | Buy |
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|
2021
Q4 | $34.5M | Sell |
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|
2021
Q3 | $30.7M | Sell |
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|
2021
Q2 | $30.5M | Sell |
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|
2021
Q1 | $32.3M | Sell |
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|
2020
Q4 | $31.7M | Buy |
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|
2020
Q3 | $28.5M | Buy |
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|
2020
Q2 | $24.5M | Sell |
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|
2020
Q1 | $20.8M | Sell |
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|
2019
Q4 | $25.2M | Sell |
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|
2019
Q3 | $23.8M | Buy |
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|
2019
Q2 | $23.2M | Buy |
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|
2019
Q1 | $9.26M | Buy |
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|
2018
Q4 | $7.87M | Buy |
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|
2018
Q3 | $9M | Buy |
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|
2018
Q2 | $7.46M | Buy |
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|
2018
Q1 | $6.43M | Buy |
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|
2017
Q4 | $5.69M | Sell |
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|
2017
Q3 | $5.41M | Buy |
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|
2017
Q2 | $4.29M | Buy |
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|
2017
Q1 | $3.53M | Sell |
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|
2016
Q4 | $3.39M | Buy |
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|
2016
Q3 | $2.85M | Buy |
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|
2016
Q2 | $2.48M | Buy |
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|
2016
Q1 | $2.37M | Sell |
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|
2015
Q4 | $2.91M | Buy |
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|
2015
Q3 | $2.31M | Buy |
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|
2015
Q2 | $2.3M | Buy |
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|
2015
Q1 | $2.04M | Buy |
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|
2014
Q4 | $1.97M | Buy |
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|
2014
Q3 | $1.68M | Buy |
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|
2014
Q2 | $1.12M | Hold |
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|
2014
Q1 | $1.06M | Buy |
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|
2013
Q4 | $973K | Sell |
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|
2013
Q3 | $949K | Buy |
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|
2013
Q2 | $713K | Buy |
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