Golden State Wealth Management’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 | $1.72M | Buy |
15,651
+810
| +5% | +$89.2K | 0.21% | 91 |
|
|
2025
Q1 | $1.38M | Buy |
14,841
+1,767
| +14% | +$164K | 0.2% | 92 |
|
|
2024
Q4 | $1.33M | Buy |
+13,074
| New | +$1.33M | 0.2% | 90 |
|
|
2022
Q1 | $266K | Buy |
3,477
+93
| +3% | +$7.12K | 0.05% | 256 |
|
|
2021
Q4 | $283K | Hold |
3,384
| – | – | 0.05% | 297 |
|
|
2021
Q3 | $250K | Sell |
3,384
-211
| -6% | -$15.6K | 0.05% | 258 |
|
|
2021
Q2 | $261K | Buy |
3,595
+1
| +0% | +$73 | 0.06% | 243 |
|
|
2021
Q1 | $234K | Hold |
3,594
| – | – | 0.08% | 176 |
|
|
2020
Q4 | $229K | Buy |
3,594
+2
| +0.1% | +$127 | 0.07% | 215 |
|
|
2020
Q3 | $208K | Buy |
+3,592
| New | +$208K | 0.07% | 189 |
|
|
2020
Q2 | – | Sell |
-4,244
| Closed | -$175K | – | 541 |
|
|
2020
Q1 | $175K | Buy |
+4,244
| New | +$175K | 0.08% | 172 |
|
|
2019
Q4 | – | Sell |
-3,592
| Closed | -$162K | – | 490 |
|
|
2019
Q3 | $162K | Buy |
3,592
+4
| +0.1% | +$180 | 0.05% | 231 |
|
|
2019
Q2 | $160K | Hold |
3,588
| – | – | 0.05% | 254 |
|
|
2019
Q1 | $155K | Buy |
+3,588
| New | +$155K | 0.05% | 254 |
|