Hubbell Strickland Wealth 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 | $382K | Buy |
3,468
+4
| +0.1% | +$440 | 0.17% | 54 |
|
|
2025
Q1 | $322K | Buy |
3,464
+4
| +0.1% | +$371 | 0.15% | 56 |
|
|
2024
Q4 | $351K | Sell |
3,460
-6
| -0.2% | -$609 | 0.17% | 51 |
|
|
2024
Q3 | $332K | Buy |
3,466
+6
| +0.2% | +$574 | 0.16% | 56 |
|
|
2024
Q2 | $320K | Buy |
3,460
+2
| +0.1% | +$185 | 0.16% | 54 |
|
|
2024
Q1 | $292K | Buy |
3,458
+14
| +0.4% | +$1.18K | 0.15% | 59 |
|
|
2023
Q4 | $259K | Buy |
3,444
+40
| +1% | +$3K | 0.14% | 61 |
|
|
2023
Q3 | $233K | Buy |
3,404
+50
| +1% | +$3.42K | 0.14% | 65 |
|
|
2023
Q2 | $236K | Buy |
3,354
+8
| +0.2% | +$564 | 0.14% | 64 |
|
|
2023
Q1 | $214K | Buy |
+3,346
| New | +$214K | 0.13% | 62 |
|
|
2022
Q3 | – | Sell |
-3,320
| Closed | -$200K | – | 59 |
|
|
2022
Q2 | $200K | Buy |
3,320
+6
| +0.2% | +$361 | 0.13% | 59 |
|
|
2022
Q1 | $253K | Buy |
3,314
+5
| +0.2% | +$382 | 0.15% | 55 |
|
|
2021
Q4 | $277K | Buy |
3,309
+4
| +0.1% | +$335 | 0.15% | 55 |
|
|
2021
Q3 | $244K | Buy |
3,305
+5
| +0.2% | +$369 | 0.15% | 61 |
|
|
2021
Q2 | $240K | Buy |
3,300
+4
| +0.1% | +$291 | 0.14% | 61 |
|
|
2021
Q1 | $215K | Buy |
3,296
+5
| +0.2% | +$326 | 0.14% | 59 |
|
|
2020
Q4 | $210K | Buy |
+3,291
| New | +$210K | 0.14% | 59 |
|