Focus Financial 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 | $17.9M | Sell |
162,247
-26,278
| -14% | -$2.89M | 0.71% | 26 |
|
|
2025
Q1 | $17.5M | Buy |
188,525
+19,583
| +12% | +$1.82M | 0.72% | 28 |
|
|
2024
Q4 | $17.2M | Sell |
168,942
-501
| -0.3% | -$50.9K | 0.68% | 28 |
|
|
2024
Q3 | $16.2M | Sell |
169,443
-2,505
| -1% | -$240K | 0.66% | 30 |
|
|
2024
Q2 | $16M | Buy |
171,948
+35,678
| +26% | +$3.33M | 0.69% | 28 |
|
|
2024
Q1 | $11.1M | Sell |
136,270
-11,392
| -8% | -$924K | 0.54% | 39 |
|
|
2023
Q4 | $11.1M | Buy |
147,662
+55,862
| +61% | +$4.2M | 0.42% | 49 |
|
|
2023
Q3 | $6.3M | Buy |
91,800
+22,320
| +32% | +$1.53M | 0.36% | 59 |
|
|
2023
Q2 | $4.9M | Buy |
69,480
+206
| +0.3% | +$14.5K | 0.27% | 76 |
|
|
2023
Q1 | $4.43M | Sell |
69,274
-311
| -0.4% | -$19.9K | 0.28% | 80 |
|
|
2022
Q4 | $4.07M | Buy |
69,585
+18,138
| +35% | +$1.06M | 0.33% | 60 |
|
|
2022
Q3 | $2.98M | Buy |
51,447
+1,363
| +3% | +$78.8K | 0.26% | 80 |
|
|
2022
Q2 | $3.02M | Sell |
50,084
-4,506
| -8% | -$272K | 0.25% | 85 |
|
|
2022
Q1 | $4.17M | Sell |
54,590
-1
| -0% | -$76 | 0.29% | 71 |
|
|
2021
Q4 | $4.57M | Buy |
54,591
+160
| +0.3% | +$13.4K | 0.67% | 33 |
|
|
2021
Q3 | $4.02M | Buy |
54,431
+66
| +0.1% | +$4.88K | 0.54% | 46 |
|
|
2021
Q2 | $3.95M | Sell |
54,365
-1,925
| -3% | -$140K | 0.53% | 49 |
|
|
2021
Q1 | $3.67M | Buy |
56,290
+6,441
| +13% | +$419K | 0.43% | 47 |
|
|
2020
Q4 | $3.18M | Buy |
49,849
+4,281
| +9% | +$273K | 0.28% | 77 |
|
|
2020
Q3 | $2.63M | Buy |
45,568
+808
| +2% | +$46.7K | 0.25% | 89 |
|
|
2020
Q2 | $2.32M | Buy |
44,760
+2,936
| +7% | +$152K | 0.26% | 83 |
|
|
2020
Q1 | $1.73M | Buy |
41,824
+4,768
| +13% | +$197K | 0.23% | 90 |
|
|
2019
Q4 | $1.79M | Buy |
37,056
+580
| +2% | +$28.1K | 0.22% | 100 |
|
|
2019
Q3 | $1.64M | Sell |
36,476
-1,000
| -3% | -$45K | 0.23% | 93 |
|
|
2019
Q2 | $1.68M | Buy |
37,476
+1,996
| +6% | +$89.4K | 0.25% | 81 |
|
|
2019
Q1 | $1.53M | Buy |
+35,480
| New | +$1.53M | 0.25% | 82 |
|