FFG Retirement Advisors’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 | $5.91M | Sell |
53,689
-734
| -1% | -$80.8K | 3.7% | 9 |
|
|
2025
Q1 | $5.05M | Sell |
54,423
-3,381
| -6% | -$314K | 3.44% | 10 |
|
|
2024
Q4 | $5.87M | Sell |
57,804
-595
| -1% | -$60.4K | 3.83% | 5 |
|
|
2024
Q3 | $5.59M | Buy |
58,399
+17,479
| +43% | +$1.67M | 3.64% | 5 |
|
|
2024
Q2 | $3.79M | Buy |
+40,920
| New | +$3.79M | 2.64% | 13 |
|
|
2024
Q1 | – | Sell |
-15,679
| Closed | -$1.18M | – | 46 |
|
|
2023
Q4 | $1.18M | Sell |
15,679
-40
| -0.3% | -$3K | 0.91% | 31 |
|
|
2023
Q3 | $1.08M | Buy |
+15,719
| New | +$1.08M | 0.89% | 29 |
|