Golden State Equity Partners’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
Q1 | – | Sell |
-4,094
| Closed | -$416K | – | 456 |
|
|
2024
Q4 | $416K | Buy |
+4,094
| New | +$416K | 0.08% | 269 |
|
|
2024
Q3 | – | Sell |
-5,540
| Closed | -$513K | – | 858 |
|
|
2024
Q2 | $513K | Buy |
+5,540
| New | +$513K | 0.11% | 207 |
|
|
2023
Q4 | $517K | Sell |
6,890
-2,937
| -30% | -$221K | 0.13% | 185 |
|
|
2023
Q3 | $672K | Sell |
9,827
-258
| -3% | -$17.7K | 0.19% | 134 |
|
|
2023
Q2 | $711K | Buy |
+10,085
| New | +$711K | 0.2% | 124 |
|
|
2022
Q1 | – | Sell |
-11,557
| Closed | -$967K | – | 208 |
|
|
2021
Q4 | $967K | Buy |
11,557
+2,058
| +22% | +$172K | 0.49% | 49 |
|
|
2021
Q3 | $702K | Buy |
9,499
+732
| +8% | +$54.1K | 0.29% | 86 |
|
|
2021
Q2 | $638K | Buy |
8,767
+3,631
| +71% | +$264K | 0.25% | 101 |
|
|
2021
Q1 | $334K | Sell |
5,136
-882
| -15% | -$57.4K | 0.19% | 116 |
|
|
2020
Q4 | $384K | Buy |
+6,018
| New | +$384K | 0.26% | 102 |
|