Hutchens & Kramer Investment 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 | $1.79M | Sell |
16,404
-3,258
| -17% | -$355K | 0.82% | 29 |
|
|
2025
Q1 | $1.83M | Sell |
19,662
-1,697
| -8% | -$158K | 1% | 23 |
|
|
2024
Q4 | $2.17M | Sell |
21,359
-443
| -2% | -$45K | 1.18% | 20 |
|
|
2024
Q3 | $2.06M | Buy |
21,802
+3,785
| +21% | +$357K | 1.14% | 20 |
|
|
2024
Q2 | $1.68M | Buy |
18,017
+6,904
| +62% | +$644K | 0.93% | 22 |
|
|
2024
Q1 | $940K | Buy |
11,113
+7,772
| +233% | +$657K | 0.56% | 39 |
|
|
2023
Q4 | $251K | Buy |
3,341
+127
| +4% | +$9.54K | 0.18% | 103 |
|
|
2023
Q3 | $221K | Buy |
+3,214
| New | +$221K | 0.18% | 101 |
|