Good Life Advisors’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 | $322K | Buy |
2,925
+421
| +17% | +$46.3K | 0.02% | 385 |
|
|
2025
Q1 | $232K | Buy |
2,504
+246
| +11% | +$22.8K | 0.02% | 447 |
|
|
2024
Q4 | $229K | Sell |
2,258
-2,818
| -56% | -$286K | 0.02% | 426 |
|
|
2024
Q3 | $486K | Buy |
5,076
+2,563
| +102% | +$245K | 0.03% | 348 |
|
|
2024
Q2 | $233K | Buy |
2,513
+1
| +0% | +$93 | 0.02% | 400 |
|
|
2024
Q1 | $212K | Buy |
+2,512
| New | +$212K | 0.02% | 416 |
|
|
2022
Q2 | – | Sell |
-3,108
| Closed | -$237K | – | 376 |
|
|
2022
Q1 | $237K | Buy |
3,108
+44
| +1% | +$3.36K | 0.03% | 333 |
|
|
2021
Q4 | $256K | Hold |
3,064
| – | – | 0.03% | 313 |
|
|
2021
Q3 | $226K | Buy |
+3,064
| New | +$226K | 0.03% | 317 |
|
|
2020
Q1 | – | Sell |
-4,288
| Closed | -$207K | – | 247 |
|
|
2019
Q4 | $207K | Buy |
+4,288
| New | +$207K | 0.06% | 241 |
|
|
2019
Q2 | – | Sell |
-5,232
| Closed | -$226K | – | 257 |
|
|
2019
Q1 | $226K | Sell |
5,232
-1,332
| -20% | -$57.5K | 0.07% | 209 |
|
|
2018
Q4 | $247K | Sell |
6,564
-64
| -1% | -$2.41K | 0.08% | 189 |
|
|
2018
Q3 | $293K | Buy |
6,628
+320
| +5% | +$14.1K | 0.08% | 175 |
|
|
2018
Q2 | $258K | Sell |
6,308
-796
| -11% | -$32.6K | 0.08% | 183 |
|
|
2018
Q1 | $269K | Sell |
7,104
-120
| -2% | -$4.54K | 0.09% | 164 |
|
|
2017
Q4 | $286K | Buy |
7,224
+572
| +9% | +$22.6K | 0.09% | 168 |
|
|
2017
Q3 | $241K | Buy |
+6,652
| New | +$241K | 0.09% | 172 |
|
|
2017
Q2 | – | Sell |
-6,992
| Closed | -$229K | – | 212 |
|
|
2017
Q1 | $229K | Buy |
6,992
+204
| +3% | +$6.68K | 0.11% | 166 |
|
|
2016
Q4 | $211K | Buy |
+6,788
| New | +$211K | 0.12% | 143 |
|