Holistic Planning’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 | $2.08M | Buy |
18,901
+359
| +2% | +$39.5K | 0.6% | 33 |
|
|
2025
Q1 | $1.72M | Sell |
18,542
-481
| -3% | -$44.7K | 0.58% | 33 |
|
|
2024
Q4 | $1.93M | Buy |
19,023
+222
| +1% | +$22.5K | 0.7% | 28 |
|
|
2024
Q3 | $1.8M | Buy |
18,801
+5,961
| +46% | +$571K | 0.76% | 29 |
|
|
2024
Q2 | $1.08M | Hold |
12,840
| – | – | 0.83% | 41 |
|
|
2024
Q1 | $1.08M | Sell |
12,840
-2,227
| -15% | -$188K | 0.83% | 42 |
|
|
2023
Q4 | $1.13M | Buy |
+15,067
| New | +$1.13M | 0.95% | 36 |
|