Freedom Day Solutions’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 | $360K | Sell |
3,265
-1
| -0% | -$110 | 0.11% | 77 |
|
|
2025
Q1 | $303K | Sell |
3,266
-7
| -0.2% | -$650 | 0.09% | 84 |
|
|
2024
Q4 | $332K | Buy |
3,273
+110
| +3% | +$11.2K | 0.1% | 89 |
|
|
2024
Q3 | $303K | Sell |
3,163
-7
| -0.2% | -$670 | 0.09% | 87 |
|
|
2024
Q2 | $293K | Hold |
3,170
| – | – | 0.1% | 84 |
|
|
2024
Q1 | $268K | Sell |
3,170
-56
| -2% | -$4.73K | 0.09% | 88 |
|
|
2023
Q4 | $242K | Sell |
3,226
-723
| -18% | -$54.3K | 0.09% | 90 |
|
|
2023
Q3 | $270K | Sell |
3,949
-45
| -1% | -$3.08K | 0.12% | 89 |
|
|
2023
Q2 | $281K | Buy |
3,994
+105
| +3% | +$7.4K | 0.13% | 86 |
|
|
2023
Q1 | $248K | Sell |
3,889
-40
| -1% | -$2.56K | 0.12% | 92 |
|
|
2022
Q4 | $230K | Sell |
3,929
-177
| -4% | -$10.4K | 0.11% | 100 |
|
|
2022
Q3 | $237K | Sell |
4,106
-535
| -12% | -$30.9K | 0.13% | 93 |
|
|
2022
Q2 | $280K | Buy |
4,641
+128
| +3% | +$7.72K | 0.14% | 96 |
|
|
2022
Q1 | $345K | Sell |
4,513
-652
| -13% | -$49.8K | 0.15% | 100 |
|
|
2021
Q4 | $432K | Sell |
5,165
-282
| -5% | -$23.6K | 0.17% | 99 |
|
|
2021
Q3 | $403K | Sell |
5,447
-743
| -12% | -$55K | 0.19% | 96 |
|
|
2021
Q2 | $450K | Sell |
6,190
-886
| -13% | -$64.4K | 0.21% | 92 |
|
|
2021
Q1 | $461K | Buy |
7,076
+62
| +0.9% | +$4.04K | 0.25% | 82 |
|
|
2020
Q4 | $448K | Sell |
7,014
-294
| -4% | -$18.8K | 0.24% | 81 |
|
|
2020
Q3 | $422K | Sell |
7,308
-332
| -4% | -$19.2K | 0.25% | 79 |
|
|
2020
Q2 | $396K | Buy |
7,640
+100
| +1% | +$5.18K | 0.26% | 76 |
|
|
2020
Q1 | $311K | Sell |
7,540
-100
| -1% | -$4.13K | 0.26% | 73 |
|
|
2019
Q4 | $370K | Buy |
7,640
+124
| +2% | +$6.01K | 0.25% | 78 |
|
|
2019
Q3 | $338K | Sell |
7,516
-612
| -8% | -$27.5K | 0.25% | 76 |
|
|
2019
Q2 | $364K | Sell |
8,128
-232
| -3% | -$10.4K | 0.28% | 73 |
|
|
2019
Q1 | $360K | Sell |
8,360
-308
| -4% | -$13.3K | 0.3% | 74 |
|
|
2018
Q4 | $326K | Buy |
8,668
+428
| +5% | +$16.1K | 0.34% | 63 |
|
|
2018
Q3 | $365K | Buy |
8,240
+96
| +1% | +$4.25K | 0.29% | 68 |
|
|
2018
Q2 | $331K | Buy |
8,144
+796
| +11% | +$32.4K | 0.27% | 69 |
|
|
2018
Q1 | $285K | Buy |
+7,348
| New | +$285K | 0.25% | 67 |
|