Financial Connections Group’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 | $41K | Hold |
380
| – | – | 0.02% | 114 |
|
|
2025
Q1 | $35K | Hold |
380
| – | – | 0.02% | 111 |
|
|
2024
Q4 | $38K | Hold |
380
| – | – | 0.02% | 105 |
|
|
2024
Q3 | $36K | Hold |
380
| – | – | 0.02% | 106 |
|
|
2024
Q2 | $35K | Buy |
+380
| New | +$35K | 0.02% | 117 |
|
|
2024
Q1 | – | Sell |
-380
| Closed | -$28K | – | 213 |
|
|
2023
Q4 | $28K | Buy |
+380
| New | +$28K | 0.02% | 130 |
|
|
2023
Q3 | – | Sell |
-380
| Closed | -$26K | – | 176 |
|
|
2023
Q2 | $26K | Hold |
380
| – | – | 0.02% | 141 |
|
|
2023
Q1 | $24K | Hold |
380
| – | – | 0.02% | 124 |
|
|
2022
Q4 | $22K | Hold |
380
| – | – | 0.02% | 128 |
|
|
2022
Q3 | $21K | Hold |
380
| – | – | 0.02% | 113 |
|
|
2022
Q2 | $22K | Hold |
380
| – | – | 0.02% | 138 |
|
|
2022
Q1 | $29K | Hold |
380
| – | – | 0.03% | 129 |
|
|
2021
Q4 | $31K | Buy |
+380
| New | +$31K | 0.03% | 131 |
|