Financial Advisors Network’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 | $11.5M | Sell |
104,572
-695
| -0.7% | -$76.5K | 1.74% | 15 |
|
|
2025
Q1 | $9.77M | Sell |
105,267
-1,797
| -2% | -$167K | 1.62% | 15 |
|
|
2024
Q4 | $10.9M | Buy |
+107,064
| New | +$10.9M | 1.81% | 16 |
|
|
2023
Q4 | $8.93M | Sell |
118,897
-3,271
| -3% | -$246K | 1.8% | 16 |
|
|
2023
Q3 | $8.36M | Buy |
+122,168
| New | +$8.36M | 1.88% | 15 |
|
|
2022
Q4 | $8.2M | Buy |
140,194
+1,543
| +1% | +$90.3K | 2.17% | 13 |
|
|
2022
Q3 | $8.02M | Buy |
138,651
+2,389
| +2% | +$138K | 2.37% | 10 |
|
|
2022
Q2 | $8.22M | Buy |
136,262
+89,722
| +193% | +$5.41M | 2.3% | 12 |
|
|
2022
Q1 | $3.56M | Sell |
46,540
-266
| -0.6% | -$20.3K | 0.88% | 21 |
|
|
2021
Q4 | $3.92M | Sell |
46,806
-97
| -0.2% | -$8.12K | 0.88% | 22 |
|
|
2021
Q3 | $3.86M | Sell |
46,903
-1,690
| -3% | -$139K | 0.89% | 22 |
|
|
2021
Q2 | $3.53M | Sell |
48,593
-300
| -0.6% | -$21.8K | 1.04% | 21 |
|
|
2021
Q1 | $3.18M | Sell |
48,893
-323
| -0.7% | -$21K | 1.03% | 19 |
|
|
2020
Q4 | $3.14M | Sell |
49,216
-148
| -0.3% | -$9.45K | 1.08% | 20 |
|
|
2020
Q3 | $2.85M | Sell |
49,364
-600
| -1% | -$34.7K | 1.12% | 19 |
|
|
2020
Q2 | $2.59M | Buy |
+49,964
| New | +$2.59M | 1.06% | 20 |
|
|
2020
Q1 | – | Sell |
-6,780
| Closed | -$328K | – | 113 |
|
|
2019
Q4 | $328K | Buy |
6,780
+2,064
| +44% | +$99.9K | 0.15% | 90 |
|
|
2019
Q3 | $212K | Hold |
4,716
| – | – | 0.11% | 105 |
|
|
2019
Q2 | $209K | Buy |
+4,716
| New | +$209K | 0.11% | 103 |
|