FPCG
Forum Private Client Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
3,123
-3
| -0.1% | -$330 | 0.13% | 58 |
|
|
2025
Q1 | $290K | Sell |
3,126
-7
| -0.2% | -$650 | 0.13% | 61 |
|
|
2024
Q4 | $318K | Sell |
3,133
-36
| -1% | -$3.66K | 0.14% | 59 |
|
|
2024
Q3 | $303K | Sell |
3,169
-36
| -1% | -$3.45K | 0.13% | 59 |
|
|
2024
Q2 | $297K | Sell |
3,205
-324
| -9% | -$30K | 0.14% | 60 |
|
|
2024
Q1 | $298K | Sell |
3,529
-194
| -5% | -$16.4K | 0.14% | 60 |
|
|
2023
Q4 | $280K | Buy |
+3,723
| New | +$280K | 0.15% | 61 |
|
|
2023
Q3 | – | Sell |
-4,262
| Closed | -$300K | – | 33 |
|
|
2023
Q2 | $300K | Buy |
4,262
+5
| +0.1% | +$352 | 0.17% | 58 |
|
|
2023
Q1 | $272K | Hold |
4,257
| – | – | 0.17% | 62 |
|
|
2022
Q4 | $249K | Hold |
4,257
| – | – | 0.17% | 60 |
|
|
2022
Q3 | $246K | Sell |
4,257
-7
| -0.2% | -$405 | 0.18% | 57 |
|
|
2022
Q2 | $257K | Buy |
4,264
+915
| +27% | +$55.1K | 0.19% | 57 |
|
|
2022
Q1 | $256K | Buy |
+3,349
| New | +$256K | 0.2% | 56 |
|