Howard Capital Management Group’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 | $1.63M | Hold |
14,850
| – | – | 0.11% | 46 |
|
|
2025
Q1 | $1.38M | Hold |
14,850
| – | – | 0.11% | 47 |
|
|
2024
Q4 | $1.51M | Hold |
14,850
| – | – | 0.1% | 48 |
|
|
2024
Q3 | $1.42M | Hold |
14,850
| – | – | 0.1% | 52 |
|
|
2024
Q2 | $1.37M | Hold |
14,850
| – | – | 0.1% | 51 |
|
|
2024
Q1 | $1.25M | Sell |
14,850
-300
| -2% | -$25.3K | 0.1% | 54 |
|
|
2023
Q4 | $1.14M | Sell |
15,150
-150
| -1% | -$11.3K | 0.1% | 54 |
|
|
2023
Q3 | $1.05M | Sell |
15,300
-200
| -1% | -$13.7K | 0.1% | 54 |
|
|
2023
Q2 | $1.09M | Sell |
15,500
-65
| -0.4% | -$4.58K | 0.1% | 54 |
|
|
2023
Q1 | $994K | Sell |
15,565
-100
| -0.6% | -$6.39K | 0.11% | 53 |
|
|
2022
Q4 | $916K | Sell |
15,665
-350
| -2% | -$20.5K | 0.11% | 51 |
|
|
2022
Q3 | $926K | Sell |
16,015
-6
| -0% | -$347 | 0.12% | 52 |
|
|
2022
Q2 | $967K | Sell |
16,021
-2,194
| -12% | -$132K | 0.11% | 52 |
|
|
2022
Q1 | $1.39M | Sell |
18,215
-125
| -0.7% | -$9.55K | 0.13% | 50 |
|
|
2021
Q4 | $1.54M | Hold |
18,340
| – | – | 0.13% | 49 |
|
|
2021
Q3 | $1.36M | Hold |
18,340
| – | – | 0.13% | 49 |
|
|
2021
Q2 | $1.33M | Hold |
18,340
| – | – | 0.13% | 50 |
|
|
2021
Q1 | $1.19M | Buy |
+18,340
| New | +$1.19M | 0.12% | 49 |
|