ETF Portfolio 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 | $2.05M | Sell |
18,658
-272
| -1% | -$29.9K | 0.57% | 25 |
|
|
2025
Q1 | $1.76M | Sell |
18,930
-983
| -5% | -$91.3K | 0.53% | 27 |
|
|
2024
Q4 | $2.02M | Buy |
19,913
+3,189
| +19% | +$324K | 0.61% | 20 |
|
|
2024
Q3 | $1.6M | Sell |
16,724
-15,480
| -48% | -$1.48M | 0.47% | 25 |
|
|
2024
Q2 | $2.98M | Sell |
32,204
-5,453
| -14% | -$505K | 0.93% | 17 |
|
|
2024
Q1 | $3.18M | Sell |
37,657
-5,556
| -13% | -$469K | 1.01% | 17 |
|
|
2023
Q4 | $3.25M | Buy |
43,213
+656
| +2% | +$49.3K | 1.09% | 15 |
|
|
2023
Q3 | $2.91M | Sell |
42,557
-303
| -0.7% | -$20.7K | 1.07% | 15 |
|
|
2023
Q2 | $3.02M | Buy |
42,860
+215
| +0.5% | +$15.2K | 1.08% | 15 |
|
|
2023
Q1 | $2.72M | Buy |
42,645
+851
| +2% | +$54.4K | 1.03% | 16 |
|
|
2022
Q4 | $2.44M | Buy |
41,794
+3,180
| +8% | +$186K | 1.03% | 16 |
|
|
2022
Q3 | $2.23M | Buy |
38,614
+1,955
| +5% | +$113K | 0.99% | 17 |
|
|
2022
Q2 | $2.21M | Buy |
36,659
+452
| +1% | +$27.3K | 0.95% | 17 |
|
|
2022
Q1 | $2.77M | Buy |
36,207
+2,457
| +7% | +$188K | 1.04% | 16 |
|
|
2021
Q4 | $2.82M | Buy |
33,750
+429
| +1% | +$35.9K | 1.08% | 15 |
|
|
2021
Q3 | $2.46M | Sell |
33,321
-1,293
| -4% | -$95.6K | 0.99% | 15 |
|
|
2021
Q2 | $2.52M | Buy |
34,614
+1,196
| +4% | +$87K | 1.02% | 15 |
|
|
2021
Q1 | $2.18M | Buy |
33,418
+1,114
| +3% | +$72.5K | 0.96% | 15 |
|
|
2020
Q4 | $2.06M | Buy |
32,304
+288
| +0.9% | +$18.4K | 0.95% | 15 |
|
|
2020
Q3 | $1.85M | Sell |
32,016
-5,060
| -14% | -$292K | 0.97% | 15 |
|
|
2020
Q2 | $1.92M | Buy |
37,076
+192
| +0.5% | +$9.96K | 1.05% | 15 |
|
|
2020
Q1 | $1.52M | Sell |
36,884
-10,364
| -22% | -$428K | 0.97% | 18 |
|
|
2019
Q4 | $2.29M | Buy |
47,248
+720
| +2% | +$34.9K | 1.21% | 15 |
|
|
2019
Q3 | $2.09M | Sell |
46,528
-188
| -0.4% | -$8.46K | 1.2% | 15 |
|
|
2019
Q2 | $2.09M | Sell |
46,716
-148
| -0.3% | -$6.63K | 1.11% | 15 |
|
|
2019
Q1 | $2.02M | Buy |
46,864
+8,844
| +23% | +$381K | 1.22% | 15 |
|
|
2018
Q4 | $1.43M | Buy |
38,020
+528
| +1% | +$19.9K | 0.96% | 16 |
|
|
2018
Q3 | $1.66M | Sell |
37,492
-1,004
| -3% | -$44.5K | 1.01% | 14 |
|
|
2018
Q2 | $1.57M | Buy |
38,496
+324
| +0.8% | +$13.2K | 1.01% | 14 |
|
|
2018
Q1 | $1.48M | Buy |
38,172
+1,804
| +5% | +$69.9K | 0.98% | 14 |
|
|
2017
Q4 | $1.39M | Buy |
36,368
+832
| +2% | +$31.8K | 0.93% | 15 |
|
|
2017
Q3 | $1.27M | Buy |
35,536
+508
| +1% | +$18.2K | 0.91% | 15 |
|
|
2017
Q2 | $1.2M | Sell |
35,028
-152
| -0.4% | -$5.2K | 0.86% | 16 |
|
|
2017
Q1 | $1.16M | Buy |
35,180
+384
| +1% | +$12.6K | 0.86% | 15 |
|
|
2016
Q4 | $1.06M | Sell |
34,796
-8,000
| -19% | -$243K | 0.83% | 16 |
|
|
2016
Q3 | $1.21M | Buy |
42,796
+3,948
| +10% | +$111K | 0.96% | 17 |
|
|
2016
Q2 | $1.11M | Buy |
38,848
+4,328
| +13% | +$123K | 0.97% | 17 |
|
|
2016
Q1 | $1M | Buy |
34,520
+744
| +2% | +$21.6K | 0.86% | 18 |
|
|
2015
Q4 | $978K | Buy |
33,776
+1,844
| +6% | +$53.4K | 0.86% | 18 |
|
|
2015
Q3 | $861K | Buy |
31,932
+468
| +1% | +$12.6K | 0.81% | 17 |
|
|
2015
Q2 | $896K | Sell |
31,464
-2,156
| -6% | -$61.4K | 0.8% | 18 |
|
|
2015
Q1 | $958K | Sell |
33,620
-1,172
| -3% | -$33.4K | 0.85% | 16 |
|
|
2014
Q4 | $971K | Buy |
+34,792
| New | +$971K | 0.91% | 16 |
|