Financial Management 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 | $7.88M | Sell |
71,117
-601
| -0.8% | -$66.6K | 1.41% | 17 |
|
|
2025
Q1 | $6.03M | Sell |
71,718
-482
| -0.7% | -$40.5K | 1.36% | 17 |
|
|
2024
Q4 | $7.46M | Sell |
72,200
-1,638
| -2% | -$169K | 1.55% | 16 |
|
|
2024
Q3 | $7.06M | Sell |
73,838
-1,134
| -2% | -$108K | 1.48% | 17 |
|
|
2024
Q2 | $7.18M | Sell |
74,972
-2,839
| -4% | -$272K | 1.72% | 17 |
|
|
2024
Q1 | $6.47M | Sell |
77,811
-2,496
| -3% | -$207K | 1.63% | 16 |
|
|
2023
Q4 | $5.86M | Sell |
80,307
-109
| -0.1% | -$7.96K | 1.71% | 15 |
|
|
2023
Q3 | $5.5M | Sell |
80,416
-555
| -0.7% | -$38K | 1.82% | 14 |
|
|
2023
Q2 | $5.71M | Sell |
80,971
-1,688
| -2% | -$119K | 1.99% | 13 |
|
|
2023
Q1 | $5.29M | Sell |
82,659
-5,668
| -6% | -$363K | 2.12% | 13 |
|
|
2022
Q4 | $5.12M | Sell |
88,327
-796
| -0.9% | -$46.1K | 2.28% | 9 |
|
|
2022
Q3 | $5.45M | Sell |
89,123
-1,957
| -2% | -$120K | 2.69% | 8 |
|
|
2022
Q2 | $5.54M | Sell |
91,080
-1,679
| -2% | -$102K | 2.95% | 8 |
|
|
2022
Q1 | $7.22M | Buy |
92,759
+546
| +0.6% | +$42.5K | 3.67% | 6 |
|
|
2021
Q4 | $7.7M | Sell |
92,213
-1,664
| -2% | -$139K | 3.53% | 6 |
|
|
2021
Q3 | $6.87M | Sell |
93,877
-1,182
| -1% | -$86.5K | 3.48% | 6 |
|
|
2021
Q2 | $7.02M | Buy |
95,059
+935
| +1% | +$69.1K | 3.57% | 6 |
|
|
2021
Q1 | $6.53M | Buy |
94,124
+4,025
| +4% | +$279K | 3.38% | 6 |
|
|
2020
Q4 | $5.88M | Buy |
+90,099
| New | +$5.88M | 3.62% | 6 |
|