Financial Engines 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 | $27.7M | Sell |
251,213
-23,797
| -9% | -$2.62M | 0.06% | 66 |
|
|
2025
Q1 | $25.5M | Sell |
275,010
-29,122
| -10% | -$2.7M | 0.05% | 64 |
|
|
2024
Q4 | $30.9M | Sell |
304,132
-25,782
| -8% | -$2.62M | 0.07% | 62 |
|
|
2024
Q3 | $31.6M | Sell |
329,914
-139
| -0% | -$13.3K | 0.07% | 59 |
|
|
2024
Q2 | $30.5M | Sell |
330,053
-23,186
| -7% | -$2.15M | 0.07% | 58 |
|
|
2024
Q1 | $29.8M | Sell |
353,239
-32,394
| -8% | -$2.74M | 0.07% | 55 |
|
|
2023
Q4 | $29M | Sell |
385,633
-64,037
| -14% | -$4.81M | 0.07% | 54 |
|
|
2023
Q3 | $30.9M | Sell |
449,670
-28,991
| -6% | -$1.99M | 0.08% | 55 |
|
|
2023
Q2 | $33.7M | Sell |
478,661
-16,890
| -3% | -$1.19M | 0.09% | 55 |
|
|
2023
Q1 | $31.7M | Sell |
495,551
-107,278
| -18% | -$6.85M | 0.08% | 55 |
|
|
2022
Q4 | $35.3M | Buy |
602,829
+18,039
| +3% | +$1.06M | 0.1% | 62 |
|
|
2022
Q3 | $33.8M | Buy |
584,790
+4,007
| +0.7% | +$232K | 0.11% | 57 |
|
|
2022
Q2 | $35.1M | Buy |
580,783
+11,135
| +2% | +$672K | 0.11% | 56 |
|
|
2022
Q1 | $43.5M | Buy |
569,648
+32,969
| +6% | +$2.52M | 0.12% | 54 |
|
|
2021
Q4 | $44.9M | Buy |
536,679
+18,528
| +4% | +$1.55M | 0.12% | 50 |
|
|
2021
Q3 | $38.3M | Buy |
518,151
+10,633
| +2% | +$786K | 0.11% | 50 |
|
|
2021
Q2 | $36.9M | Sell |
507,518
-95,754
| -16% | -$6.96M | 0.11% | 51 |
|
|
2021
Q1 | $39.3M | Buy |
603,272
+25,625
| +4% | +$1.67M | 0.12% | 51 |
|
|
2020
Q4 | $36.9M | Buy |
577,647
+30,715
| +6% | +$1.96M | 0.13% | 50 |
|
|
2020
Q3 | $31.5M | Buy |
546,932
+24,168
| +5% | +$1.39M | 0.13% | 50 |
|
|
2020
Q2 | $27.1M | Buy |
522,764
+111,020
| +27% | +$5.76M | 0.12% | 49 |
|
|
2020
Q1 | $17M | Buy |
411,744
+39,752
| +11% | +$1.64M | 0.09% | 47 |
|
|
2019
Q4 | $18M | Buy |
371,992
+8,628
| +2% | +$418K | 0.09% | 43 |
|
|
2019
Q3 | $15.8M | Buy |
363,364
+22,876
| +7% | +$996K | 0.09% | 40 |
|
|
2019
Q2 | $15.3M | Buy |
340,488
+43,024
| +14% | +$1.93M | 0.09% | 37 |
|
|
2019
Q1 | $12.8M | Buy |
297,464
+35,976
| +14% | +$1.55M | 0.07% | 37 |
|
|
2018
Q4 | $10.1M | Buy |
+261,488
| New | +$10.1M | 0.07% | 42 |
|