GG
GenWealth Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Sell |
32,836
-93
| -0.3% | -$10.2K | 0.73% | 24 |
|
|
2025
Q1 | $3.06M | Sell |
32,929
-262
| -0.8% | -$24.3K | 0.67% | 20 |
|
|
2024
Q4 | $3.37M | Sell |
33,191
-1,644
| -5% | -$167K | 0.77% | 25 |
|
|
2024
Q3 | $3.34M | Sell |
34,835
-777
| -2% | -$74.4K | 0.77% | 25 |
|
|
2024
Q2 | $3.3M | Buy |
35,612
+160
| +0.5% | +$14.8K | 0.81% | 25 |
|
|
2024
Q1 | $2.99M | Sell |
35,452
-1,342
| -4% | -$113K | 0.75% | 27 |
|
|
2023
Q4 | $2.76M | Sell |
36,794
-3,264
| -8% | -$245K | 0.76% | 27 |
|
|
2023
Q3 | $2.74M | Sell |
40,058
-783
| -2% | -$53.6K | 0.83% | 24 |
|
|
2023
Q2 | $2.88M | Sell |
40,841
-669
| -2% | -$47.2K | 0.83% | 24 |
|
|
2023
Q1 | $2.65M | Sell |
41,510
-612
| -1% | -$39.1K | 0.81% | 24 |
|
|
2022
Q4 | $2.46M | Sell |
42,122
-216
| -0.5% | -$12.6K | 0.81% | 24 |
|
|
2022
Q3 | $2.45M | Sell |
42,338
-394
| -0.9% | -$22.8K | 0.83% | 20 |
|
|
2022
Q2 | $2.58M | Sell |
42,732
-122
| -0.3% | -$7.36K | 0.83% | 19 |
|
|
2022
Q1 | $3.27M | Sell |
42,854
-1,773
| -4% | -$135K | 0.91% | 22 |
|
|
2021
Q4 | $3.73M | Sell |
44,627
-3,006
| -6% | -$251K | 1.01% | 22 |
|
|
2021
Q3 | $3.52M | Sell |
47,633
-207
| -0.4% | -$15.3K | 1.03% | 21 |
|
|
2021
Q2 | $3.48M | Buy |
47,840
+2,596
| +6% | +$189K | 1.03% | 22 |
|
|
2021
Q1 | $2.95M | Sell |
45,244
-18,598
| -29% | -$1.21M | 0.94% | 22 |
|
|
2020
Q4 | $4.07M | Buy |
63,842
+47,706
| +296% | +$3.04M | 1.35% | 17 |
|
|
2020
Q3 | $3.78M | Sell |
16,136
-1,769
| -10% | -$414K | 1.37% | 17 |
|
|
2020
Q2 | $3.76M | Sell |
17,905
-142
| -0.8% | -$29.8K | 1.46% | 20 |
|
|
2020
Q1 | $2.98M | Sell |
18,047
-272
| -1% | -$44.9K | 1.3% | 15 |
|
|
2019
Q4 | $3.55M | Buy |
18,319
+84
| +0.5% | +$16.3K | 1.37% | 23 |
|
|
2019
Q3 | $3.28M | Sell |
18,235
-354
| -2% | -$63.7K | 1.36% | 24 |
|
|
2019
Q2 | $3.38M | Sell |
18,589
-1
| -0% | -$182 | 1.44% | 19 |
|
|
2019
Q1 | $3.24M | Sell |
18,590
-372
| -2% | -$64.8K | 1.47% | 17 |
|
|
2018
Q4 | $2.86M | Sell |
18,962
-863
| -4% | -$130K | 1.42% | 16 |
|
|
2018
Q3 | $3.52M | Sell |
19,825
-636
| -3% | -$113K | 1.62% | 17 |
|
|
2018
Q2 | $3.32M | Buy |
20,461
+1,184
| +6% | +$192K | 1.63% | 16 |
|
|
2018
Q1 | $2.99M | Buy |
19,277
+1,568
| +9% | +$243K | 1.54% | 15 |
|
|
2017
Q4 | $2.89M | Buy |
17,709
+4,986
| +39% | +$814K | 1.45% | 18 |
|
|
2017
Q3 | $1.82M | Buy |
12,723
+2,262
| +22% | +$324K | 1.09% | 19 |
|
|
2017
Q2 | $1.43M | Buy |
+10,461
| New | +$1.43M | 0.96% | 18 |
|