Galvin Gaustad & Stein’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 | $265K | Hold |
2,406
| – | – | 0.02% | 171 |
|
|
2025
Q1 | $223K | Hold |
2,406
| – | – | 0.02% | 171 |
|
|
2024
Q4 | $244K | Hold |
2,406
| – | – | 0.02% | 172 |
|
|
2024
Q3 | $230K | Hold |
2,406
| – | – | 0.02% | 174 |
|
|
2024
Q2 | $223K | Sell |
2,406
-50
| -2% | -$4.63K | 0.02% | 170 |
|
|
2024
Q1 | $207K | Buy |
+2,456
| New | +$207K | 0.02% | 182 |
|
|
2023
Q1 | – | Sell |
-5,472
| Closed | -$320K | – | 167 |
|
|
2022
Q4 | $320K | Hold |
5,472
| – | – | 0.03% | 132 |
|
|
2022
Q3 | $317K | Sell |
5,472
-730
| -12% | -$42.3K | 0.03% | 132 |
|
|
2022
Q2 | $374K | Hold |
6,202
| – | – | 0.04% | 130 |
|
|
2022
Q1 | $474K | Sell |
6,202
-359
| -5% | -$27.4K | 0.04% | 126 |
|
|
2021
Q4 | $549K | Sell |
6,561
-75
| -1% | -$6.28K | 0.05% | 122 |
|
|
2021
Q3 | $490K | Sell |
6,636
-351
| -5% | -$25.9K | 0.05% | 127 |
|
|
2021
Q2 | $508K | Hold |
6,987
| – | – | 0.05% | 134 |
|
|
2021
Q1 | $455K | Sell |
6,987
-2,269
| -25% | -$148K | 0.05% | 136 |
|
|
2020
Q4 | $591K | Buy |
+9,256
| New | +$591K | 0.06% | 126 |
|