Goodman Advisory Group’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 | $236K | Hold |
2,143
| – | – | 0.08% | 54 |
|
|
2025
Q1 | $199K | Buy |
+2,143
| New | +$199K | 0.06% | 77 |
|
|
2024
Q4 | – | Sell |
-2,143
| Closed | -$205K | – | 111 |
|
|
2024
Q3 | $205K | Hold |
2,143
| – | – | 0.06% | 83 |
|
|
2024
Q2 | $198K | Hold |
2,143
| – | – | 0.06% | 86 |
|
|
2024
Q1 | $181K | Hold |
2,143
| – | – | 0.06% | 74 |
|
|
2023
Q4 | $161K | Hold |
2,143
| – | – | 0.05% | 72 |
|
|
2023
Q3 | $147K | Hold |
2,143
| – | – | 0.05% | 76 |
|
|
2023
Q2 | $151K | Sell |
2,143
-779
| -27% | -$54.9K | 0.06% | 66 |
|
|
2023
Q1 | $187K | Hold |
2,922
| – | – | 0.1% | 49 |
|
|
2022
Q4 | $171K | Sell |
2,922
-854
| -23% | -$50K | 0.1% | 49 |
|
|
2022
Q3 | $218K | Sell |
3,776
-2,133
| -36% | -$123K | 0.12% | 46 |
|
|
2022
Q2 | $357K | Sell |
5,909
-267
| -4% | -$16.1K | 0.16% | 36 |
|
|
2022
Q1 | $472K | Sell |
6,176
-860
| -12% | -$65.7K | 0.16% | 51 |
|
|
2021
Q4 | $589K | Buy |
+7,036
| New | +$589K | 0.2% | 50 |
|