Holland Advisory Services’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 | $449K | Buy |
4,080
+4
| +0.1% | +$440 | 0.66% | 20 |
|
|
2025
Q1 | $378K | Buy |
4,076
+5
| +0.1% | +$464 | 0.57% | 25 |
|
|
2024
Q4 | $413K | Buy |
4,071
+5
| +0.1% | +$508 | 0.54% | 22 |
|
|
2024
Q3 | $389K | Buy |
4,066
+6
| +0.1% | +$574 | 0.51% | 25 |
|
|
2024
Q2 | $376K | Buy |
4,060
+4
| +0.1% | +$370 | 0.46% | 25 |
|
|
2024
Q1 | $343K | Buy |
4,056
+4
| +0.1% | +$338 | 0.38% | 26 |
|
|
2023
Q4 | $304K | Buy |
4,052
+24
| +0.6% | +$1.8K | 0.35% | 28 |
|
|
2023
Q3 | $276K | Hold |
4,028
| – | – | 0.35% | 30 |
|
|
2023
Q2 | $284K | Buy |
4,028
+9
| +0.2% | +$634 | 0.36% | 24 |
|
|
2023
Q1 | $257K | Buy |
4,019
+12
| +0.3% | +$767 | 0.3% | 26 |
|
|
2022
Q4 | $234K | Buy |
4,007
+9
| +0.2% | +$526 | 0.28% | 26 |
|
|
2022
Q3 | $231K | Sell |
3,998
-209
| -5% | -$12.1K | 0.29% | 25 |
|
|
2022
Q2 | $254K | Sell |
4,207
-144
| -3% | -$8.69K | 0.3% | 27 |
|
|
2022
Q1 | $332K | Buy |
4,351
+7
| +0.2% | +$534 | 0.39% | 27 |
|
|
2021
Q4 | $363K | Buy |
+4,344
| New | +$363K | 0.42% | 27 |
|