Hoxton Planning & Management’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 | $5.22M | Sell |
47,416
-5,183
| -10% | -$571K | 1.8% | 13 |
|
|
2025
Q1 | $4.88M | Sell |
52,599
-439
| -0.8% | -$40.8K | 1.86% | 10 |
|
|
2024
Q4 | $5.38M | Sell |
53,038
-4,521
| -8% | -$459K | 2.06% | 9 |
|
|
2024
Q3 | $5.51M | Sell |
57,559
-2,467
| -4% | -$236K | 2.13% | 9 |
|
|
2024
Q2 | $5.55M | Buy |
60,026
+22,130
| +58% | +$2.05M | 2.58% | 7 |
|
|
2024
Q1 | $3.2M | Buy |
37,896
+23,369
| +161% | +$1.97M | 1.53% | 13 |
|
|
2023
Q4 | $1.09M | Buy |
14,527
+600
| +4% | +$45.1K | 0.58% | 35 |
|
|
2023
Q3 | $953K | Buy |
+13,927
| New | +$953K | 0.62% | 32 |
|