Freedom Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,455
| Closed | -$303K | – | 112 |
|
|
2025
Q4 | $303K | Sell |
2,455
-669
| -21% | -$81.9K | 0.09% | 84 |
|
|
2025
Q3 | $377K | Sell |
3,124
-10,849
| -78% | -$1.25M | 0.1% | 94 |
|
|
2025
Q2 | $1.54M | Buy |
13,973
+2,481
| +22% | +$246K | 0.12% | 146 |
|
|
2025
Q1 | $1.07M | Buy |
11,492
+5,937
| +107% | +$599K | 0.09% | 218 |
|
|
2024
Q4 | $564K | Sell |
5,555
-108
| -2% | -$10.8K | 0.05% | 394 |
|
|
2024
Q3 | $542K | Buy |
5,663
+756
| +15% | +$69.8K | 0.04% | 415 |
|
|
2024
Q2 | $454K | Buy |
4,907
+1,841
| +60% | +$159K | 0.04% | 455 |
|
|
2024
Q1 | $259K | Buy |
+3,066
| New | +$246K | 0.02% | 660 |
|
|
2018
Q1 | – | Sell |
-46,248
| Closed | -$1.77M | – | 1166 |
|
|
2017
Q4 | $1.77M | Sell |
46,248
-3,556
| -7% | -$133K | 0.09% | 182 |
|
|
2017
Q3 | $1.79M | Buy |
49,804
+2,540
| +5% | +$89.5K | 0.1% | 155 |
|
|
2017
Q2 | $1.62M | Sell |
47,264
-12,960
| -22% | -$439K | 0.09% | 172 |
|
|
2017
Q1 | $1.98M | Sell |
60,224
-1,708
| -3% | -$54.8K | 0.12% | 126 |
|
|
2016
Q4 | $1.89M | Sell |
61,932
-3,340
| -5% | -$101K | 0.12% | 108 |
|
|
2016
Q3 | $1.99M | Buy |
65,272
+9,680
| +17% | +$293K | 0.13% | 96 |
|
|
2016
Q2 | $1.62M | Buy |
55,592
+6,124
| +12% | +$178K | 0.11% | 110 |
|
|
2016
Q1 | $1.43M | Sell |
49,468
-4,052
| -8% | -$111K | 0.1% | 131 |
|
|
2015
Q4 | $1.55M | Sell |
53,520
-1,108
| -2% | -$32.2K | 0.12% | 121 |
|
|
2015
Q3 | $1.21M | Buy |
54,628
+17,940
| +49% | +$510K | 0.12% | 125 |
|
|
2015
Q2 | $1.04M | Buy |
36,688
+2,444
| +7% | +$70.8K | 0.11% | 149 |
|
|
2015
Q1 | $976K | Sell |
34,244
-132
| -0.4% | -$3.75K | 0.11% | 141 |
|
|
2014
Q4 | $959K | Sell |
34,376
-504
| -1% | -$13.8K | 0.12% | 132 |
|
|
2014
Q3 | $931K | Buy |
34,880
+1,980
| +6% | +$52.8K | 0.16% | 98 |
|
|
2014
Q2 | $865K | Sell |
32,900
-1,152
| -3% | -$29.2K | 0.15% | 112 |
|
|
2014
Q1 | $850K | Sell |
34,052
-1,848
| -5% | -$45.7K | 0.18% | 90 |
|
|
2013
Q4 | $886K | Sell |
35,900
-1,040
| -3% | -$24.5K | 0.22% | 74 |
|
|
2013
Q3 | $825K | Buy |
36,940
+492
| +1% | +$10.9K | 0.24% | 70 |
|
|
2013
Q2 | $766K | Buy |
+36,448
| New | +$773K | 0.26% | 66 |
|
Other funds holding IVW
