Heritage 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
Q2 | $6.52M | Sell |
59,238
-500
| -0.8% | -$55.1K | 0.31% | 38 |
|
|
2025
Q1 | $5.55M | Buy |
59,738
+23
| +0% | +$2.14K | 0.28% | 37 |
|
|
2024
Q4 | $6.06M | Sell |
59,715
-17
| -0% | -$1.73K | 0.3% | 38 |
|
|
2024
Q3 | $5.72M | Sell |
59,732
-30
| -0.1% | -$2.87K | 0.27% | 39 |
|
|
2024
Q2 | $5.53M | Sell |
59,762
-379
| -0.6% | -$35.1K | 0.25% | 41 |
|
|
2024
Q1 | $5.08M | Sell |
60,141
-105
| -0.2% | -$8.87K | 0.23% | 44 |
|
|
2023
Q4 | $4.52M | Hold |
60,246
| – | – | 0.23% | 43 |
|
|
2023
Q3 | $4.12M | Sell |
60,246
-242
| -0.4% | -$16.6K | 0.22% | 41 |
|
|
2023
Q2 | $4.26M | Sell |
60,488
-127
| -0.2% | -$8.95K | 0.23% | 40 |
|
|
2023
Q1 | $3.87M | Sell |
60,615
-2,203
| -4% | -$141K | 0.22% | 40 |
|
|
2022
Q4 | $3.67M | Sell |
62,818
-10,000
| -14% | -$585K | 0.21% | 41 |
|
|
2022
Q3 | $4.21M | Sell |
72,818
-200
| -0.3% | -$11.6K | 0.31% | 36 |
|
|
2022
Q2 | $4.41M | Buy |
73,018
+4,777
| +7% | +$288K | 0.31% | 36 |
|
|
2022
Q1 | $5.21M | Buy |
68,241
+68,221
| +341,105% | +$5.21M | 0.29% | 38 |
|
|
2021
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 515 |
|
|
2021
Q3 | $1.48K | Hold |
20
| – | – | ﹤0.01% | 506 |
|
|
2021
Q2 | $1.46K | Buy |
+20
| New | +$1.46K | ﹤0.01% | 518 |
|