Fiducient 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 | $1.7M | Buy |
15,422
+140
| +0.9% | +$15.4K | 0.21% | 57 |
|
|
2025
Q1 | $1.42M | Buy |
15,282
+11
| +0.1% | +$1.02K | 0.18% | 61 |
|
|
2024
Q4 | $1.55M | Sell |
15,271
-347
| -2% | -$35.2K | 0.19% | 45 |
|
|
2024
Q3 | $1.5M | Buy |
15,618
+381
| +3% | +$36.5K | 0.17% | 50 |
|
|
2024
Q2 | $1.41M | Buy |
15,237
+4,612
| +43% | +$427K | 0.19% | 44 |
|
|
2024
Q1 | $897K | Sell |
10,625
-1,742
| -14% | -$147K | 0.18% | 56 |
|
|
2023
Q4 | $929K | Sell |
12,367
-354
| -3% | -$26.6K | 0.17% | 47 |
|
|
2023
Q3 | $873K | Buy |
12,721
+4,570
| +56% | +$314K | 0.05% | 49 |
|
|
2023
Q2 | $574K | Sell |
8,151
-4,885
| -37% | -$344K | 0.18% | 32 |
|
|
2023
Q1 | $833K | Sell |
13,036
-853
| -6% | -$54.5K | 0.27% | 25 |
|
|
2022
Q4 | $813K | Buy |
13,889
+3,399
| +32% | +$199K | 0.24% | 54 |
|
|
2022
Q3 | $607K | Hold |
10,490
| – | – | 0.29% | 28 |
|
|
2022
Q2 | $633K | Sell |
10,490
-131
| -1% | -$7.91K | 0.24% | 38 |
|
|
2022
Q1 | $811K | Buy |
10,621
+17
| +0.2% | +$1.3K | 0.31% | 26 |
|
|
2021
Q4 | $887K | Buy |
10,604
+29
| +0.3% | +$2.43K | 0.27% | 26 |
|
|
2021
Q3 | $782K | Sell |
10,575
-508
| -5% | -$37.6K | 0.24% | 30 |
|
|
2021
Q2 | $806K | Buy |
11,083
+30
| +0.3% | +$2.18K | 0.25% | 28 |
|
|
2021
Q1 | $720K | Hold |
11,053
| – | – | 0.23% | 35 |
|
|
2020
Q4 | $705K | Buy |
11,053
+2,969
| +37% | +$189K | 0.26% | 33 |
|
|
2020
Q3 | $467K | Buy |
8,084
+20
| +0.2% | +$1.16K | 0.26% | 13 |
|
|
2020
Q2 | $418K | Buy |
8,064
+548
| +7% | +$28.4K | 0.25% | 13 |
|
|
2020
Q1 | $310K | Sell |
7,516
-196
| -3% | -$8.08K | 0.18% | 19 |
|
|
2019
Q4 | $373K | Buy |
7,712
+76
| +1% | +$3.68K | 0.2% | 16 |
|
|
2019
Q3 | $344K | Sell |
7,636
-320
| -4% | -$14.4K | 0.2% | 17 |
|
|
2019
Q2 | $357K | Sell |
7,956
-92
| -1% | -$4.13K | 0.21% | 15 |
|
|
2019
Q1 | $347K | Sell |
8,048
-11,952
| -60% | -$515K | 0.17% | 20 |
|
|
2018
Q4 | $753K | Buy |
20,000
+124
| +0.6% | +$4.67K | 0.43% | 15 |
|
|
2018
Q3 | $880K | Sell |
19,876
-2,096
| -10% | -$92.8K | 0.44% | 14 |
|
|
2018
Q2 | $893K | Hold |
21,972
| – | – | 0.45% | 14 |
|
|
2018
Q1 | $852K | Buy |
+21,972
| New | +$852K | 0.44% | 14 |
|