Evoke Wealth’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 | $1.38M | Sell |
12,498
-249
| -2% | -$27.4K | 0.03% | 192 |
|
|
2025
Q1 | $1.18M | Buy |
12,747
+550
| +5% | +$51.1K | 0.03% | 179 |
|
|
2024
Q4 | $1.24M | Buy |
12,197
+644
| +6% | +$65.4K | 0.03% | 173 |
|
|
2024
Q3 | $1.11M | Buy |
11,553
+8,334
| +259% | +$798K | 0.03% | 178 |
|
|
2024
Q2 | $298K | Sell |
3,219
-1,128
| -26% | -$104K | 0.35% | 56 |
|
|
2024
Q1 | $367K | Buy |
4,347
+1,129
| +35% | +$95.3K | 0.01% | 298 |
|
|
2023
Q4 | $242K | Sell |
3,218
-1,129
| -26% | -$84.8K | 0.39% | 60 |
|
|
2023
Q3 | $298K | Hold |
4,347
| – | – | 0.01% | 297 |
|
|
2023
Q2 | $306K | Hold |
4,347
| – | – | 0.01% | 284 |
|
|
2023
Q1 | $278K | Hold |
4,347
| – | – | 0.01% | 283 |
|
|
2022
Q4 | $254K | Hold |
4,347
| – | – | 0.01% | 307 |
|
|
2022
Q3 | $251K | Hold |
4,347
| – | – | 0.01% | 286 |
|
|
2022
Q2 | $262K | Hold |
4,347
| – | – | 0.01% | 280 |
|
|
2022
Q1 | $332K | Hold |
4,347
| – | – | 0.01% | 275 |
|
|
2021
Q4 | $364K | Buy |
4,347
+1
| +0% | +$84 | 0.01% | 273 |
|
|
2021
Q3 | $321K | Sell |
4,346
-1
| -0% | -$74 | 0.01% | 273 |
|
|
2021
Q2 | $316K | Buy |
4,347
+1,092
| +34% | +$79.4K | 0.01% | 291 |
|
|
2021
Q1 | $212K | Buy |
3,255
+1
| +0% | +$65 | 0.01% | 301 |
|
|
2020
Q4 | $208K | Buy |
3,254
+2
| +0.1% | +$128 | 0.01% | 228 |
|
|
2020
Q3 | $188K | Hold |
3,252
| – | – | 0.02% | 217 |
|
|
2020
Q2 | $169K | Sell |
3,252
-4
| -0.1% | -$208 | 0.02% | 211 |
|
|
2020
Q1 | $134K | Buy |
+3,256
| New | +$134K | 0.02% | 225 |
|
|
2019
Q4 | – | Sell |
-2,612
| Closed | -$118K | – | 1346 |
|
|
2019
Q3 | $118K | Buy |
+2,612
| New | +$118K | 0.01% | 338 |
|