Hilltop 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 | $3.56M | Sell |
32,297
-1,175
| -4% | -$129K | 2% | 11 |
|
|
2025
Q1 | $3.11M | Sell |
33,472
-3,909
| -10% | -$363K | 1.75% | 13 |
|
|
2024
Q4 | $3.8M | Sell |
37,381
-1,159
| -3% | -$118K | 1.92% | 12 |
|
|
2024
Q3 | $3.69M | Sell |
38,540
-2,304
| -6% | -$221K | 1.72% | 13 |
|
|
2024
Q2 | $3.78M | Sell |
40,844
-716
| -2% | -$66.3K | 1.9% | 12 |
|
|
2024
Q1 | $3.51M | Sell |
41,560
-1,161
| -3% | -$98K | 1.79% | 13 |
|
|
2023
Q4 | $3.21M | Sell |
42,721
-1,733
| -4% | -$130K | 1.83% | 13 |
|
|
2023
Q3 | $3.04M | Sell |
44,454
-1,874
| -4% | -$128K | 2.35% | 10 |
|
|
2023
Q2 | $3.27M | Sell |
46,328
-991
| -2% | -$69.8K | 2.41% | 10 |
|
|
2023
Q1 | $3.02M | Sell |
47,319
-1,122
| -2% | -$71.7K | 2.43% | 10 |
|
|
2022
Q4 | $2.83M | Sell |
48,441
-5,295
| -10% | -$310K | 2.4% | 10 |
|
|
2022
Q3 | $3.11M | Sell |
53,736
-11,019
| -17% | -$638K | 3.2% | 10 |
|
|
2022
Q2 | $3.91M | Sell |
64,755
-269,335
| -81% | -$16.3M | 3.81% | 8 |
|
|
2022
Q1 | $25.5M | Sell |
334,090
-2,345
| -0.7% | -$179K | 21.73% | 1 |
|
|
2021
Q4 | $28.2M | Sell |
336,435
-9,603
| -3% | -$803K | 19.55% | 1 |
|
|
2021
Q3 | $25.6M | Sell |
346,038
-13,387
| -4% | -$989K | 17.96% | 1 |
|
|
2021
Q2 | $26.1M | Buy |
359,425
+4,597
| +1% | +$334K | 18.49% | 1 |
|
|
2021
Q1 | $23.1M | Sell |
354,828
-38,886
| -10% | -$2.53M | 17.67% | 1 |
|
|
2020
Q4 | $25.1M | Sell |
393,714
-8,570
| -2% | -$547K | 22.38% | 1 |
|
|
2020
Q3 | $23.2M | Buy |
402,284
+2,088
| +0.5% | +$121K | 23.53% | 1 |
|
|
2020
Q2 | $20.8M | Sell |
400,196
-31,544
| -7% | -$1.64M | 22.73% | 1 |
|
|
2020
Q1 | $17.8M | Buy |
431,740
+3,412
| +0.8% | +$141K | 21.75% | 2 |
|
|
2019
Q4 | $20.7M | Buy |
+428,328
| New | +$20.7M | 21.51% | 2 |
|