Financial Insights’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 | $411K | Hold |
3,732
| – | – | 0.15% | 77 |
|
|
2025
Q1 | $346K | Sell |
3,732
-90
| -2% | -$8.36K | 0.14% | 73 |
|
|
2024
Q4 | $388K | Sell |
3,822
-332
| -8% | -$33.7K | 0.14% | 73 |
|
|
2024
Q3 | $398K | Sell |
4,154
-1,157
| -22% | -$111K | 0.13% | 99 |
|
|
2024
Q2 | $491K | Hold |
5,311
| – | – | 0.14% | 99 |
|
|
2024
Q1 | $448K | Hold |
5,311
| – | – | 0.13% | 113 |
|
|
2023
Q4 | $399K | Hold |
5,311
| – | – | 0.12% | 114 |
|
|
2023
Q3 | $355K | Sell |
5,311
-750
| -12% | -$50.1K | 0.13% | 111 |
|
|
2023
Q2 | $427K | Buy |
6,061
+663
| +12% | +$46.7K | 0.16% | 108 |
|
|
2023
Q1 | $345K | Buy |
5,398
+1
| +0% | +$64 | 0.14% | 118 |
|
|
2022
Q4 | $316K | Hold |
5,397
| – | – | 0.15% | 115 |
|
|
2022
Q3 | $312K | Buy |
5,397
+1,549
| +40% | +$89.5K | 0.21% | 90 |
|
|
2022
Q2 | $232K | Sell |
3,848
-116
| -3% | -$6.99K | 0.24% | 72 |
|
|
2022
Q1 | $303K | Hold |
3,964
| – | – | 0.28% | 62 |
|
|
2021
Q4 | $332K | Hold |
3,964
| – | – | 0.29% | 60 |
|
|
2021
Q3 | $293K | Hold |
3,964
| – | – | 0.27% | 62 |
|
|
2021
Q2 | $2.88M | Hold |
3,964
| – | – | 0.24% | 64 |
|
|
2021
Q1 | $258K | Hold |
3,964
| – | – | 0.19% | 70 |
|
|
2020
Q4 | $253K | Hold |
3,964
| – | – | 0.2% | 66 |
|
|
2020
Q3 | $229K | Sell |
3,964
-1,656
| -29% | -$95.7K | 0.19% | 70 |
|
|
2020
Q2 | $206 | Buy |
+5,620
| New | +$206 | 0.18% | 76 |
|
|
2020
Q1 | – | Sell |
-4,320
| Closed | -$209K | – | 75 |
|
|
2019
Q4 | $209K | Buy |
+4,320
| New | +$209K | 0.18% | 80 |
|