Glassman Wealth Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Glassman Wealth Services’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$627K	Sell	5,697 -28	-0.5%	-$3.08K	0.1%	35
2025 Q1	$531K	Sell	5,725 -4	-0.1%	-$371	0.09%	36
2024 Q4	$582K	Sell	5,729 -142	-2%	-$14.4K	0.1%	29
2024 Q3	$562K	Hold	5,871	–	–	0.1%	29
2024 Q2	$543K	Hold	5,871	–	–	0.1%	30
2024 Q1	$496K	Hold	5,871	–	–	0.1%	33
2023 Q4	$441K	Buy	5,871 +299	+5%	+$22.5K	0.06%	96
2023 Q3	$381K	Hold	5,572	–	–	0.06%	94
2023 Q2	$393K	Sell	5,572 -4,000	-42%	-$282K	0.06%	93
2023 Q1	$612K	Hold	9,572	–	–	0.11%	63
2022 Q4	$560K	Hold	9,572	–	–	0.1%	70
2022 Q3	$554K	Hold	9,572	–	–	0.12%	62
2022 Q2	$578K	Hold	9,572	–	–	0.12%	69
2022 Q1	$731K	Hold	9,572	–	–	0.13%	60
2021 Q4	$801K	Hold	9,572	–	–	0.15%	53
2021 Q3	$707K	Hold	9,572	–	–	0.15%	61
2021 Q2	$696K	Buy	9,572 +9,028	+1,660%	+$656K	0.15%	53
2021 Q1	$35K	Hold	544	–	–	0.01%	392
2020 Q4	$35K	Hold	544	–	–	0.01%	398
2020 Q3	$31K	Hold	544	–	–	0.01%	367
2020 Q2	$28K	Hold	544	–	–	0.01%	332
2020 Q1	$22K	Hold	544	–	–	0.01%	327
2019 Q4	$26K	Hold	544	–	–	0.01%	343
2019 Q3	$24K	Hold	544	–	–	0.01%	334
2019 Q2	$24K	Buy	544 +540	+13,500%	+$23.8K	0.01%	341
2019 Q1	$0	Hold	4	–	–	﹤0.01%	1118
2018 Q4	$0	Hold	4	–	–	﹤0.01%	872
2018 Q3	$0	Hold	4	–	–	﹤0.01%	882
2018 Q2	$0	Hold	4	–	–	﹤0.01%	869
2018 Q1	$0	Sell	4 -1,140	-100%	–	﹤0.01%	818
2017 Q4	$44K	Buy	1,144 +1,140	+28,500%	+$43.8K	0.03%	169
2017 Q3	$0	Hold	4	–	–	﹤0.01%	586
2017 Q2	$0	Hold	4	–	–	﹤0.01%	604
2017 Q1	$0	Hold	4	–	–	﹤0.01%	635
2016 Q4	$0	Hold	4	–	–	﹤0.01%	669
2016 Q3	$0	Hold	4	–	–	﹤0.01%	536
2016 Q2	$0	Hold	4	–	–	﹤0.01%	442
2016 Q1	$0	Hold	4	–	–	﹤0.01%	432
2015 Q4	$0	Hold	4	–	–	﹤0.01%	428
2015 Q3	$0	Hold	4	–	–	﹤0.01%	424
2015 Q2	$0	Hold	4	–	–	﹤0.01%	432
2015 Q1	$0	Buy	+4	New	–	﹤0.01%	438