GPS Wealth Strategies 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 | $151K | Buy |
1,373
+1
| +0.1% | +$110 | 0.02% | 373 |
|
|
2025
Q1 | $127K | Buy |
1,372
+430
| +46% | +$39.9K | 0.02% | 397 |
|
|
2024
Q4 | $95.7K | Buy |
942
+525
| +126% | +$53.3K | 0.01% | 443 |
|
|
2024
Q3 | $40K | Hold |
417
| – | – | 0.01% | 635 |
|
|
2024
Q2 | $38.6K | Buy |
417
+199
| +91% | +$18.4K | 0.01% | 596 |
|
|
2024
Q1 | $18.4K | Sell |
218
-342
| -61% | -$28.9K | ﹤0.01% | 738 |
|
|
2023
Q4 | $42.1K | Sell |
560
-86
| -13% | -$6.46K | 0.01% | 526 |
|
|
2023
Q3 | $44.2K | Buy |
646
+88
| +16% | +$6.02K | 0.01% | 503 |
|
|
2023
Q2 | $39.3K | Hold |
558
| – | – | 0.01% | 542 |
|
|
2023
Q1 | $35.7K | Buy |
+558
| New | +$35.7K | 0.01% | 550 |
|
|
2022
Q4 | – | Sell |
-982
| Closed | -$57K | – | 610 |
|
|
2022
Q3 | $57K | Buy |
982
+248
| +34% | +$14.4K | 0.01% | 409 |
|
|
2022
Q2 | $44K | Hold |
734
| – | – | 0.01% | 464 |
|
|
2022
Q1 | $56K | Sell |
734
-196
| -21% | -$15K | 0.01% | 400 |
|
|
2021
Q4 | $78K | Sell |
930
-250
| -21% | -$21K | 0.02% | 330 |
|
|
2021
Q3 | $87K | Hold |
1,180
| – | – | 0.02% | 309 |
|
|
2021
Q2 | $86K | Hold |
1,180
| – | – | 0.02% | 322 |
|
|
2021
Q1 | $76K | Buy |
+1,180
| New | +$76K | 0.02% | 319 |
|