Forum Financial Management’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 | $2.4M | Sell |
21,756
-12
| -0.1% | -$1.32K | 0.04% | 109 |
|
|
2025
Q1 | $2.02M | Sell |
21,768
-50
| -0.2% | -$4.64K | 0.03% | 115 |
|
|
2024
Q4 | $2.22M | Sell |
21,818
-221
| -1% | -$22.4K | 0.04% | 105 |
|
|
2024
Q3 | $2.11M | Sell |
22,039
-63
| -0.3% | -$6.03K | 0.04% | 99 |
|
|
2024
Q2 | $2.05M | Buy |
22,102
+418
| +2% | +$38.7K | 0.04% | 99 |
|
|
2024
Q1 | $1.83M | Buy |
21,684
+88
| +0.4% | +$7.43K | 0.03% | 119 |
|
|
2023
Q4 | $1.62M | Sell |
21,596
-946
| -4% | -$71K | 0.03% | 110 |
|
|
2023
Q3 | $1.54M | Hold |
22,542
| – | – | 0.03% | 112 |
|
|
2023
Q2 | $1.59M | Sell |
22,542
-277
| -1% | -$19.5K | 0.04% | 106 |
|
|
2023
Q1 | $1.46M | Sell |
22,819
-273
| -1% | -$17.4K | 0.04% | 102 |
|
|
2022
Q4 | $1.35M | Buy |
23,092
+128
| +0.6% | +$7.49K | 0.04% | 100 |
|
|
2022
Q3 | $1.33M | Buy |
22,964
+312
| +1% | +$18K | 0.06% | 86 |
|
|
2022
Q2 | $1.37M | Hold |
22,652
| – | – | 0.07% | 92 |
|
|
2022
Q1 | $1.73M | Buy |
22,652
+2,330
| +11% | +$178K | 0.08% | 75 |
|
|
2021
Q4 | $1.7M | Buy |
+20,322
| New | +$1.7M | 0.09% | 72 |
|