Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $19K | Sell |
190
-45,353
| -100% | -$4.54M | 0.01% | 292 |
|
|
2024
Q3 | $4.36M | Sell |
45,543
-286
| -0.6% | -$27.4K | 1.27% | 17 |
|
|
2024
Q2 | $4.24M | Buy |
45,829
+2,858
| +7% | +$264K | 1.19% | 17 |
|
|
2024
Q1 | $3.63M | Buy |
42,971
+1,521
| +4% | +$128K | 1.08% | 17 |
|
|
2023
Q4 | $3.11M | Buy |
41,450
+1,876
| +5% | +$141K | 1.02% | 17 |
|
|
2023
Q3 | $2.71M | Buy |
+39,574
| New | +$2.71M | 0.98% | 18 |
|
|
2023
Q1 | $2.2M | Buy |
+34,494
| New | +$2.2M | 0.85% | 22 |
|
|
2022
Q4 | – | Sell |
-33,283
| Closed | -$1.93M | – | 715 |
|
|
2022
Q3 | $1.93M | Buy |
33,283
+1,531
| +5% | +$88.5K | 0.79% | 21 |
|
|
2022
Q2 | $1.92M | Buy |
31,752
+1,349
| +4% | +$81.4K | 0.86% | 23 |
|
|
2022
Q1 | $2.32M | Buy |
30,403
+4,244
| +16% | +$324K | 0.94% | 24 |
|
|
2021
Q4 | $2.19M | Buy |
+26,159
| New | +$2.19M | 0.82% | 26 |
|