GoalVest Advisory’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 | $32.1K | Hold |
292
| – | – | 0.01% | 240 |
|
|
2025
Q1 | $27.1K | Sell |
292
-16
| -5% | -$1.49K | 0.01% | 223 |
|
|
2024
Q4 | $31.3K | Sell |
308
-240
| -44% | -$24.4K | 0.01% | 217 |
|
|
2024
Q3 | $52.5K | Sell |
548
-1,496
| -73% | -$143K | 0.02% | 186 |
|
|
2024
Q2 | $189K | Buy |
2,044
+700
| +52% | +$64.8K | 0.06% | 104 |
|
|
2024
Q1 | $113K | Hold |
1,344
| – | – | 0.04% | 138 |
|
|
2023
Q4 | $101K | Hold |
1,344
| – | – | 0.04% | 91 |
|
|
2023
Q3 | $92K | Sell |
1,344
-25
| -2% | -$1.71K | 0.05% | 111 |
|
|
2023
Q2 | $96.5K | Buy |
1,369
+25
| +2% | +$1.76K | 0.05% | 100 |
|
|
2023
Q1 | $85.9K | Hold |
1,344
| – | – | 0.05% | 92 |
|
|
2022
Q4 | $78.6K | Sell |
1,344
-48,931
| -97% | -$2.86M | 0.05% | 94 |
|
|
2022
Q3 | $2.91M | Sell |
50,275
-477
| -0.9% | -$27.6K | 2.04% | 13 |
|
|
2022
Q2 | $3.13M | Buy |
+50,752
| New | +$3.13M | 1.98% | 11 |
|
|
2021
Q1 | – | Sell |
-252
| Closed | -$16K | – | 204 |
|
|
2020
Q4 | $16K | Buy |
+252
| New | +$16K | 0.01% | 156 |
|