Francis Financial’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 | $519K | Hold |
4,717
| – | – | 0.12% | 56 |
|
|
2025
Q1 | $438K | Sell |
4,717
-468
| -9% | -$43.4K | 0.11% | 52 |
|
|
2024
Q4 | $526K | Sell |
5,185
-40
| -0.8% | -$4.06K | 0.13% | 52 |
|
|
2024
Q3 | $500K | Hold |
5,225
| – | – | 0.13% | 53 |
|
|
2024
Q2 | $484K | Buy |
5,225
+316
| +6% | +$29.2K | 0.15% | 51 |
|
|
2024
Q1 | $415K | Buy |
4,909
+2,169
| +79% | +$183K | 0.13% | 44 |
|
|
2023
Q4 | $206K | Buy |
+2,740
| New | +$206K | 0.09% | 58 |
|