HG
Harbor Group’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 | $284K | Buy |
2,581
+2
| +0.1% | +$220 | 0.05% | 80 |
|
2025
Q1 | $239K | Sell |
2,579
-61
| -2% | -$5.66K | 0.05% | 83 |
|
2024
Q4 | $268K | Buy |
2,640
+3
| +0.1% | +$305 | 0.06% | 74 |
|
2024
Q3 | $253K | Sell |
2,637
-51
| -2% | -$4.88K | 0.06% | 77 |
|
2024
Q2 | $249K | Buy |
2,688
+2
| +0.1% | +$185 | 0.06% | 72 |
|
2024
Q1 | $227K | Sell |
2,686
-121
| -4% | -$10.2K | 0.06% | 73 |
|
2023
Q4 | $211K | Buy |
+2,807
| New | +$211K | 0.06% | 75 |
|
2022
Q2 | – | Sell |
-3,274
| Closed | -$250K | – | 59 |
|
2022
Q1 | $250K | Buy |
3,274
+2
| +0.1% | +$153 | 0.16% | 41 |
|
2021
Q4 | $274K | Sell |
3,272
-187
| -5% | -$15.7K | 0.16% | 41 |
|
2021
Q3 | $256K | Buy |
3,459
+2
| +0.1% | +$148 | 0.17% | 41 |
|
2021
Q2 | $251K | Buy |
3,457
+1
| +0% | +$73 | 0.17% | 38 |
|
2021
Q1 | $238K | Buy |
3,456
+3
| +0.1% | +$207 | 0.16% | 44 |
|
2020
Q4 | $221K | Buy |
+3,453
| New | +$221K | 0.17% | 46 |
|