HFS
Howard Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
4,724
+4
| +0.1% | +$440 | 0.07% | 100 |
|
|
2025
Q1 | $438K | Buy |
4,720
+707
| +18% | +$65.6K | 0.06% | 108 |
|
|
2024
Q4 | $407K | Buy |
4,013
+4
| +0.1% | +$406 | 0.06% | 115 |
|
|
2024
Q3 | $384K | Buy |
4,009
+5
| +0.1% | +$479 | 0.06% | 109 |
|
|
2024
Q2 | $371K | Buy |
4,004
+2
| +0% | +$185 | 0.06% | 104 |
|
|
2024
Q1 | $338K | Sell |
4,002
-250
| -6% | -$21.1K | 0.06% | 114 |
|
|
2023
Q4 | $319K | Buy |
4,252
+1,115
| +36% | +$83.7K | 0.06% | 113 |
|
|
2023
Q3 | $215K | Hold |
3,137
| – | – | 0.05% | 134 |
|
|
2023
Q2 | $221K | Buy |
+3,137
| New | +$221K | 0.05% | 126 |
|
|
2022
Q2 | – | Sell |
-3,100
| Closed | -$237K | – | 134 |
|
|
2022
Q1 | $237K | Buy |
3,100
+5
| +0.2% | +$382 | 0.07% | 114 |
|
|
2021
Q4 | $259K | Buy |
3,095
+9
| +0.3% | +$753 | 0.08% | 101 |
|
|
2021
Q3 | $228K | Buy |
3,086
+82
| +3% | +$6.06K | 0.09% | 110 |
|
|
2021
Q2 | $219K | Buy |
+3,004
| New | +$219K | 0.09% | 109 |
|