IFP Advisors’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 | $26.5M | Buy |
240,326
+204,575
| +572% | +$22.5M | 0.75% | 16 |
|
|
2025
Q1 | $3.32M | Sell |
35,751
-24,202
| -40% | -$2.25M | 0.1% | 226 |
|
|
2024
Q4 | $6.09M | Sell |
59,953
-129,089
| -68% | -$13.1M | 0.2% | 103 |
|
|
2024
Q3 | $18.1M | Buy |
189,042
+5,404
| +3% | +$517K | 0.65% | 27 |
|
|
2024
Q2 | $17M | Buy |
183,638
+90,668
| +98% | +$8.39M | 0.67% | 27 |
|
|
2024
Q1 | $7.85M | Sell |
92,970
-213,833
| -70% | -$18.1M | 0.34% | 63 |
|
|
2023
Q4 | $23M | Buy |
306,803
+17,665
| +6% | +$1.33M | 1.09% | 7 |
|
|
2023
Q3 | $19.8M | Sell |
289,138
-9,390
| -3% | -$642K | 0.89% | 15 |
|
|
2023
Q2 | $21M | Sell |
298,528
-9,573
| -3% | -$675K | 0.88% | 13 |
|
|
2023
Q1 | $50.6M | Buy |
308,101
+253,782
| +467% | +$41.7M | 2.2% | 3 |
|
|
2022
Q4 | $8.94M | Sell |
54,319
-50,302
| -48% | -$8.28M | 0.24% | 85 |
|
|
2022
Q3 | $17.2M | Buy |
104,621
+10,624
| +11% | +$1.75M | 0.45% | 30 |
|
|
2022
Q2 | $15.5M | Hold |
93,997
| – | – | 0.49% | 29 |
|
|
2022
Q1 | $15.5M | Sell |
93,997
-360,256
| -79% | -$59.2M | 0.49% | 29 |
|
|
2021
Q4 | $38M | Buy |
454,253
+124,321
| +38% | +$10.4M | 0.74% | 16 |
|
|
2021
Q3 | $24.5M | Buy |
329,932
+123,289
| +60% | +$9.14M | 0.49% | 20 |
|
|
2021
Q2 | $15M | Sell |
206,643
-3,072
| -1% | -$223K | 0.31% | 29 |
|
|
2021
Q1 | $13.7M | Sell |
209,715
-4,951
| -2% | -$322K | 0.27% | 30 |
|
|
2020
Q4 | $13.7M | Sell |
214,666
-34,146
| -14% | -$2.18M | 0.56% | 24 |
|
|
2020
Q3 | $14.4M | Sell |
248,812
-52,852
| -18% | -$3.05M | 0.86% | 15 |
|
|
2020
Q2 | $15.4M | Buy |
301,664
+28,868
| +11% | +$1.47M | 1.22% | 8 |
|
|
2020
Q1 | $11.4M | Sell |
272,796
-74,920
| -22% | -$3.14M | 1.15% | 10 |
|
|
2019
Q4 | $16.9M | Sell |
347,716
-26,888
| -7% | -$1.31M | 1.27% | 5 |
|
|
2019
Q3 | $16.8M | Buy |
+374,604
| New | +$16.8M | 1.12% | 7 |
|
|
2019
Q1 | $1.18M | Sell |
27,440
-354,496
| -93% | -$15.3M | 0.16% | 134 |
|
|
2018
Q4 | $14.2M | Buy |
381,936
+90,284
| +31% | +$3.37M | 0.87% | 10 |
|
|
2018
Q3 | $12.9M | Sell |
291,652
-13,492
| -4% | -$598K | 0.53% | 28 |
|
|
2018
Q2 | $12.4M | Buy |
305,144
+74,536
| +32% | +$3.03M | 0.52% | 26 |
|
|
2018
Q1 | $8.81M | Hold |
230,608
| – | – | 0.4% | 50 |
|
|
2017
Q4 | $8.81M | Sell |
230,608
-12,136
| -5% | -$464K | 0.4% | 50 |
|
|
2017
Q3 | $8.7M | Buy |
242,744
+40,468
| +20% | +$1.45M | 0.35% | 54 |
|
|
2017
Q2 | $6.92M | Buy |
202,276
+62,372
| +45% | +$2.13M | 0.29% | 66 |
|
|
2017
Q1 | $4.6M | Buy |
139,904
+11,720
| +9% | +$385K | 0.2% | 110 |
|
|
2016
Q4 | $3.9M | Buy |
128,184
+52,036
| +68% | +$1.58M | 0.19% | 120 |
|
|
2016
Q3 | $2.32M | Buy |
76,148
+5,516
| +8% | +$168K | 0.12% | 183 |
|
|
2016
Q2 | $2.06M | Buy |
70,632
+43,192
| +157% | +$1.26M | 0.12% | 203 |
|
|
2016
Q1 | $1.18M | Sell |
27,440
-96,236
| -78% | -$4.14M | 0.16% | 134 |
|
|
2015
Q4 | $3.58M | Buy |
+123,676
| New | +$3.58M | 0.24% | 88 |
|