HFG 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 | $420K | Hold |
3,814
| – | – | 0.33% | 59 |
|
|
2025
Q1 | $354K | Hold |
3,814
| – | – | 0.3% | 57 |
|
|
2024
Q4 | $387K | Hold |
3,814
| – | – | 0.34% | 53 |
|
|
2024
Q3 | $365K | Hold |
3,814
| – | – | 0.32% | 61 |
|
|
2024
Q2 | $353K | Sell |
3,814
-66
| -2% | -$6.11K | 0.33% | 60 |
|
|
2024
Q1 | $328K | Sell |
3,880
-480
| -11% | -$40.5K | 0.29% | 75 |
|
|
2023
Q4 | $327K | Sell |
4,360
-700
| -14% | -$52.6K | 0.32% | 64 |
|
|
2023
Q3 | $346K | Hold |
5,060
| – | – | 0.38% | 61 |
|
|
2023
Q2 | $357K | Hold |
5,060
| – | – | 0.38% | 58 |
|
|
2023
Q1 | $323K | Hold |
5,060
| – | – | 0.37% | 58 |
|
|
2022
Q4 | $296K | Buy |
5,060
+1,323
| +35% | +$77.4K | 0.35% | 59 |
|
|
2022
Q3 | $216K | Buy |
3,737
+50
| +1% | +$2.89K | 0.3% | 70 |
|
|
2022
Q2 | $223K | Sell |
3,687
-695
| -16% | -$42K | 0.3% | 69 |
|
|
2022
Q1 | $335K | Buy |
+4,382
| New | +$335K | 0.38% | 54 |
|