Founders Financial Alliance’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 | $308K | Buy |
2,801
+381
| +16% | +$41.9K | 0.07% | 248 |
|
|
2025
Q1 | $225K | Buy |
2,420
+180
| +8% | +$16.7K | 0.05% | 312 |
|
|
2024
Q4 | $227K | Hold |
2,240
| – | – | 0.06% | 261 |
|
|
2024
Q3 | $214K | Buy |
2,240
+375
| +20% | +$35.9K | 0.06% | 275 |
|
|
2024
Q2 | $173K | Hold |
1,865
| – | – | 0.05% | 280 |
|
|
2024
Q1 | $157K | Buy |
1,865
+157
| +9% | +$13.3K | 0.05% | 287 |
|
|
2023
Q4 | $128K | Hold |
1,708
| – | – | 0.05% | 275 |
|
|
2023
Q3 | $117K | Hold |
1,708
| – | – | 0.05% | 262 |
|
|
2023
Q2 | $120K | Buy |
1,708
+80
| +5% | +$5.64K | 0.05% | 282 |
|
|
2023
Q1 | $104K | Sell |
1,628
-20
| -1% | -$1.28K | 0.05% | 251 |
|
|
2022
Q4 | $96.4K | Sell |
1,648
-348
| -17% | -$20.4K | 0.04% | 268 |
|
|
2022
Q3 | $115K | Sell |
1,996
-1,987
| -50% | -$114K | 0.06% | 246 |
|
|
2022
Q2 | $240K | Buy |
3,983
+1,987
| +100% | +$120K | 0.12% | 182 |
|
|
2022
Q1 | $152K | Hold |
1,996
| – | – | 0.07% | 232 |
|
|
2021
Q4 | $167K | Hold |
1,996
| – | – | 0.07% | 260 |
|
|
2021
Q3 | $148K | Sell |
1,996
-1,792
| -47% | -$133K | 0.07% | 249 |
|
|
2021
Q2 | $275K | Sell |
3,788
-2,636
| -41% | -$191K | 0.13% | 188 |
|
|
2021
Q1 | $431K | Hold |
6,424
| – | – | 0.21% | 108 |
|
|
2020
Q4 | $410K | Hold |
6,424
| – | – | 0.23% | 101 |
|
|
2020
Q3 | $378K | Buy |
+6,424
| New | +$378K | 0.23% | 93 |
|