IA
IFG Advisors’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 | $1.11M | Buy |
10,069
+2
| +0% | +$220 | 0.19% | 55 |
|
|
2025
Q1 | $934K | Sell |
10,067
-234
| -2% | -$21.7K | 0.18% | 56 |
|
|
2024
Q4 | $1.05M | Buy |
10,301
+3
| +0% | +$305 | 0.21% | 51 |
|
|
2024
Q3 | $986K | Buy |
10,298
+273
| +3% | +$26.1K | 0.21% | 52 |
|
|
2024
Q2 | $928K | Buy |
10,025
+2
| +0% | +$185 | 0.22% | 50 |
|
|
2024
Q1 | $846K | Buy |
10,023
+2
| +0% | +$169 | 0.22% | 50 |
|
|
2023
Q4 | $753K | Buy |
10,021
+15
| +0.1% | +$1.13K | 0.22% | 50 |
|
|
2023
Q3 | $685K | Hold |
10,006
| – | – | 0.24% | 47 |
|
|
2023
Q2 | $705K | Buy |
10,006
+5
| +0% | +$352 | 0.25% | 49 |
|
|
2023
Q1 | $639K | Buy |
10,001
+7
| +0.1% | +$447 | 0.25% | 48 |
|
|
2022
Q4 | $585K | Sell |
9,994
-1,133
| -10% | -$66.3K | 0.26% | 51 |
|
|
2022
Q3 | $644K | Buy |
+11,127
| New | +$644K | 0.33% | 43 |
|
|
2022
Q1 | – | Sell |
-2,385
| Closed | -$200K | – | 106 |
|
|
2021
Q4 | $200K | Buy |
+2,385
| New | +$200K | 0.08% | 102 |
|