GCA
Gradient Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Hold |
5,352
| – | – | 0.17% | 93 |
|
|
2025
Q1 | $497K | Hold |
5,352
| – | – | 0.16% | 93 |
|
|
2024
Q4 | $543K | Sell |
5,352
-134
| -2% | -$13.6K | 0.18% | 87 |
|
|
2024
Q3 | $525K | Hold |
5,486
| – | – | 0.17% | 89 |
|
|
2024
Q2 | $508K | Buy |
5,486
+364
| +7% | +$33.7K | 0.18% | 88 |
|
|
2024
Q1 | $433K | Hold |
5,122
| – | – | 0.16% | 101 |
|
|
2023
Q4 | $385K | Hold |
5,122
| – | – | 0.15% | 105 |
|
|
2023
Q3 | $350K | Hold |
5,122
| – | – | 0.15% | 102 |
|
|
2023
Q2 | $361K | Hold |
5,122
| – | – | 0.14% | 101 |
|
|
2023
Q1 | $327K | Hold |
5,122
| – | – | 0.14% | 104 |
|
|
2022
Q4 | $300K | Hold |
5,122
| – | – | 0.14% | 106 |
|
|
2022
Q3 | $296K | Hold |
5,122
| – | – | 0.14% | 100 |
|
|
2022
Q2 | $309K | Buy |
5,122
+1,894
| +59% | +$114K | 0.15% | 93 |
|
|
2022
Q1 | $247K | Hold |
3,228
| – | – | 0.1% | 108 |
|
|
2021
Q4 | $270K | Hold |
3,228
| – | – | 0.11% | 105 |
|
|
2021
Q3 | $239K | Hold |
3,228
| – | – | 0.11% | 109 |
|
|
2021
Q2 | $235K | Hold |
3,228
| – | – | 0.11% | 107 |
|
|
2021
Q1 | $210K | Hold |
3,228
| – | – | 0.11% | 104 |
|
|
2020
Q4 | $206K | Buy |
+3,228
| New | +$206K | 0.12% | 100 |
|