IWM
IHT Wealth Management’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 | $4.91M | Buy |
44,590
+4,417
| +11% | +$486K | 0.14% | 155 |
|
|
2025
Q1 | $3.73M | Sell |
40,173
-412
| -1% | -$38.2K | 0.12% | 175 |
|
|
2024
Q4 | $4.12M | Buy |
40,585
+4,449
| +12% | +$452K | 0.13% | 151 |
|
|
2024
Q3 | $3.46M | Sell |
36,136
-4,869
| -12% | -$466K | 0.1% | 214 |
|
|
2024
Q2 | $3.79M | Buy |
41,005
+17,343
| +73% | +$1.6M | 0.14% | 151 |
|
|
2024
Q1 | $2M | Sell |
23,662
-549
| -2% | -$46.4K | 0.08% | 251 |
|
|
2023
Q4 | $1.82M | Sell |
24,211
-143
| -0.6% | -$10.7K | 0.08% | 237 |
|
|
2023
Q3 | $1.67M | Sell |
24,354
-3,439
| -12% | -$235K | 0.08% | 227 |
|
|
2023
Q2 | $1.96M | Buy |
27,793
+1,505
| +6% | +$106K | 0.1% | 190 |
|
|
2023
Q1 | $1.68M | Sell |
26,288
-404
| -2% | -$25.8K | 0.1% | 207 |
|
|
2022
Q4 | $1.56M | Sell |
26,692
-3,893
| -13% | -$228K | 0.1% | 219 |
|
|
2022
Q3 | $1.77M | Buy |
30,585
+716
| +2% | +$41.4K | 0.13% | 174 |
|
|
2022
Q2 | $1.8M | Buy |
29,869
+309
| +1% | +$18.7K | 0.16% | 144 |
|
|
2022
Q1 | $2.26M | Buy |
29,560
+298
| +1% | +$22.8K | 0.17% | 127 |
|
|
2021
Q4 | $2.45M | Sell |
29,262
-1,056
| -3% | -$88.3K | 0.18% | 119 |
|
|
2021
Q3 | $2.24M | Buy |
30,318
+6,825
| +29% | +$504K | 0.18% | 123 |
|
|
2021
Q2 | $1.71M | Sell |
23,493
-753
| -3% | -$54.8K | 0.11% | 192 |
|
|
2021
Q1 | $1.58M | Sell |
24,246
-6,650
| -22% | -$433K | 0.11% | 182 |
|
|
2020
Q4 | $1.97M | Buy |
30,896
+22,740
| +279% | +$1.45M | 0.16% | 131 |
|
|
2020
Q3 | $1.89M | Sell |
8,156
-557
| -6% | -$129K | 0.19% | 118 |
|
|
2020
Q2 | $1.81M | Sell |
8,713
-745
| -8% | -$155K | 0.25% | 99 |
|
|
2020
Q1 | $1.56M | Sell |
9,458
-2,057
| -18% | -$339K | 0.22% | 108 |
|
|
2019
Q4 | $2.23M | Sell |
11,515
-1,492
| -11% | -$289K | 0.26% | 85 |
|
|
2019
Q3 | $2.34M | Sell |
13,007
-1,660
| -11% | -$299K | 0.32% | 71 |
|
|
2019
Q2 | $2.63M | Buy |
14,667
+1,374
| +10% | +$246K | 0.38% | 58 |
|
|
2019
Q1 | $2.29M | Buy |
13,293
+226
| +2% | +$39K | 0.38% | 60 |
|
|
2018
Q4 | $1.97M | Buy |
13,067
+119
| +0.9% | +$17.9K | 0.38% | 69 |
|
|
2018
Q3 | $2.29M | Sell |
12,948
-3,957
| -23% | -$701K | 0.5% | 42 |
|
|
2018
Q2 | $2.75M | Buy |
16,905
+61
| +0.4% | +$9.92K | 0.7% | 28 |
|
|
2018
Q1 | $2.55M | Sell |
16,844
-3,046
| -15% | -$461K | 0.68% | 23 |
|
|
2017
Q4 | $3.14M | Buy |
19,890
+17,905
| +902% | +$2.83M | 0.83% | 14 |
|
|
2017
Q3 | $288K | Buy |
1,985
+646
| +48% | +$93.7K | 0.12% | 191 |
|
|
2017
Q2 | $1.1K | Buy |
1,339
+1,335
| +33,375% | +$1.1K | 0.53% | 38 |
|
|
2017
Q1 | $1K | Sell |
4
-456
| -99% | -$114K | ﹤0.01% | 1174 |
|
|
2016
Q4 | $56K | Buy |
+460
| New | +$56K | 0.04% | 372 |
|