Great Point Wealth 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
Q1 | $3.39M | Hold |
36,492
| – | – | 0.73% | 26 |
|
|
2024
Q4 | $3.71M | Hold |
36,492
| – | – | 0.81% | 26 |
|
|
2024
Q3 | $3.49M | Hold |
36,492
| – | – | 0.75% | 27 |
|
|
2024
Q2 | $3.38M | Hold |
36,492
| – | – | 0.77% | 26 |
|
|
2024
Q1 | $3.08M | Hold |
36,492
| – | – | 0.72% | 27 |
|
|
2023
Q4 | $2.74M | Hold |
36,492
| – | – | 0.71% | 30 |
|
|
2023
Q3 | $2.5M | Hold |
36,492
| – | – | 0.75% | 30 |
|
|
2023
Q2 | $2.57M | Hold |
36,492
| – | – | 0.77% | 30 |
|
|
2023
Q1 | $2.33M | Hold |
36,492
| – | – | 0.74% | 32 |
|
|
2022
Q4 | $2.13M | Hold |
36,492
| – | – | 0.72% | 33 |
|
|
2022
Q3 | $2.11M | Hold |
36,492
| – | – | 0.79% | 31 |
|
|
2022
Q2 | $2.2M | Hold |
36,492
| – | – | 0.78% | 31 |
|
|
2022
Q1 | $2.79M | Hold |
36,492
| – | – | 0.87% | 22 |
|
|
2021
Q4 | $3.05M | Hold |
36,492
| – | – | 0.94% | 21 |
|
|
2021
Q3 | $2.7M | Hold |
36,492
| – | – | 0.93% | 21 |
|
|
2021
Q2 | $2.65M | Hold |
36,492
| – | – | 0.93% | 22 |
|
|
2021
Q1 | $2.38M | Hold |
36,492
| – | – | 0.91% | 18 |
|
|
2020
Q4 | $2.33M | Hold |
36,492
| – | – | 1% | 19 |
|
|
2020
Q3 | $1.89M | Hold |
36,492
| – | – | 0.98% | 17 |
|
|
2020
Q2 | $1.89M | Hold |
36,492
| – | – | 0.98% | 17 |
|
|
2020
Q1 | $1.51M | Hold |
36,492
| – | – | 1.26% | 15 |
|
|
2019
Q4 | $1.77M | Hold |
36,492
| – | – | 1.09% | 14 |
|
|
2019
Q3 | $1.64M | Hold |
36,492
| – | – | 1.12% | 15 |
|
|
2019
Q2 | $1.64M | Sell |
36,492
-1,720
| -5% | -$77.1K | 1.32% | 18 |
|
|
2019
Q1 | $1.65M | Hold |
38,212
| – | – | 1.4% | 17 |
|
|
2018
Q4 | $1.44M | Buy |
+38,212
| New | +$1.44M | 1.36% | 18 |
|