IFG Advisory’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 | $7.03M | Buy |
63,892
+4,298
| +7% | +$473K | 0.35% | 74 |
|
|
2025
Q1 | $5.53M | Buy |
59,594
+5,059
| +9% | +$470K | 0.31% | 86 |
|
|
2024
Q4 | $5.54M | Buy |
54,535
+11,350
| +26% | +$1.15M | 0.31% | 82 |
|
|
2024
Q3 | $4.14M | Sell |
43,185
-1,931
| -4% | -$185K | 0.26% | 112 |
|
|
2024
Q2 | $4.18M | Buy |
45,116
+16,510
| +58% | +$1.53M | 0.27% | 101 |
|
|
2024
Q1 | $2.42M | Buy |
28,606
+18,419
| +181% | +$1.56M | 0.18% | 160 |
|
|
2023
Q4 | $765K | Buy |
10,187
+484
| +5% | +$36.4K | 0.06% | 294 |
|
|
2023
Q3 | $664K | Buy |
+9,703
| New | +$664K | 0.06% | 293 |
|
|
2023
Q1 | – | Sell |
-10,906
| Closed | -$638K | – | 516 |
|
|
2022
Q4 | $638K | Sell |
10,906
-3,051
| -22% | -$178K | 0.06% | 273 |
|
|
2022
Q3 | $807K | Buy |
+13,957
| New | +$807K | 0.07% | 243 |
|
|
2022
Q2 | – | Sell |
-2,830
| Closed | -$216K | – | 497 |
|
|
2022
Q1 | $216K | Hold |
2,830
| – | – | 0.02% | 458 |
|
|
2021
Q4 | $236K | Buy |
2,830
+20
| +0.7% | +$1.67K | 0.02% | 447 |
|
|
2021
Q3 | $207K | Buy |
+2,810
| New | +$207K | 0.02% | 462 |
|
|
2020
Q1 | – | Sell |
-5,240
| Closed | -$253K | – | 392 |
|
|
2019
Q4 | $253K | Sell |
5,240
-108
| -2% | -$5.22K | 0.05% | 344 |
|
|
2019
Q3 | $240K | Buy |
+5,348
| New | +$240K | 0.05% | 345 |
|