GSB Wealth Management’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 | $1.7M | Sell |
15,475
-193
| -1% | -$21.2K | 0.42% | 76 |
|
|
2025
Q1 | $1.45M | Sell |
15,668
-46
| -0.3% | -$4.27K | 0.38% | 86 |
|
|
2024
Q4 | $1.6M | Sell |
15,714
-595
| -4% | -$60.4K | 0.41% | 77 |
|
|
2024
Q3 | $1.56M | Sell |
16,309
-85
| -0.5% | -$8.14K | 0.4% | 80 |
|
|
2024
Q2 | $1.52M | Buy |
16,394
+249
| +2% | +$23K | 0.41% | 79 |
|
|
2024
Q1 | $1.36M | Sell |
16,145
-596
| -4% | -$50.3K | 0.38% | 84 |
|
|
2023
Q4 | $1.26M | Buy |
16,741
+67
| +0.4% | +$5.03K | 0.39% | 87 |
|
|
2023
Q3 | $1.14M | Buy |
16,674
+186
| +1% | +$12.7K | 0.38% | 87 |
|
|
2023
Q2 | $1.16M | Buy |
16,488
+1,519
| +10% | +$107K | 0.38% | 86 |
|
|
2023
Q1 | $956K | Buy |
14,969
+1,401
| +10% | +$89.5K | 0.31% | 103 |
|
|
2022
Q4 | $794K | Sell |
13,568
-196
| -1% | -$11.5K | 0.28% | 112 |
|
|
2022
Q3 | $796K | Sell |
13,764
-117
| -0.8% | -$6.77K | 0.29% | 117 |
|
|
2022
Q2 | $838K | Sell |
13,881
-1,078
| -7% | -$65.1K | 0.29% | 115 |
|
|
2022
Q1 | $1.14M | Sell |
14,959
-338
| -2% | -$25.8K | 0.33% | 105 |
|
|
2021
Q4 | $1.28M | Buy |
+15,297
| New | +$1.28M | 0.37% | 96 |
|
|
2021
Q3 | – | Sell |
-16,662
| Closed | -$1.21M | – | 184 |
|
|
2021
Q2 | $1.21M | Sell |
16,662
-574
| -3% | -$41.8K | 0.38% | 88 |
|
|
2021
Q1 | $1.12M | Buy |
+17,236
| New | +$1.12M | 0.37% | 88 |
|