Independent Solutions Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.3M | Buy |
153,274
+3,397
| +2% | +$409K | 2.55% | 4 |
|
|
2025
Q4 | $18.5M | Sell |
149,877
-25,653
| -15% | -$3.14M | 3.39% | 4 |
|
|
2025
Q3 | $21.2M | Buy |
175,530
+4,034
| +2% | +$464K | 3.76% | 1 |
|
|
2025
Q2 | $18.9M | Buy |
171,496
+1,288
| +0.8% | +$127K | 3.69% | 2 |
|
|
2025
Q1 | $15.8M | Buy |
170,208
+4,528
| +3% | +$456K | 3.54% | 2 |
|
|
2024
Q4 | $16.8M | Sell |
165,680
-16,427
| -9% | -$1.64M | 3.68% | 2 |
|
|
2024
Q3 | $17.4M | Sell |
182,107
-17,969
| -9% | -$1.66M | 3.94% | 3 |
|
|
2024
Q2 | $18.5M | Buy |
200,076
+932
| +0.5% | +$80.3K | 4.24% | 2 |
|
|
2024
Q1 | $16.8M | Sell |
199,144
-12,674
| -6% | -$1.02M | 3.99% | 2 |
|
|
2023
Q4 | $15.9M | Sell |
211,818
-2,600
| -1% | -$185K | 4.08% | 2 |
|
|
2023
Q3 | $14.7M | Buy |
214,418
+8,119
| +4% | +$575K | 4.04% | 3 |
|
|
2023
Q2 | $14.5M | Sell |
206,299
-1,005
| -0.5% | -$66.4K | 3.92% | 4 |
|
|
2023
Q1 | $13.2M | Sell |
207,304
-6,975
| -3% | -$426K | 3.9% | 4 |
|
|
2022
Q4 | $12.5M | Buy |
214,279
+11,159
| +5% | +$670K | 3.82% | 4 |
|
|
2022
Q3 | $11.8M | Sell |
203,120
-4,565
| -2% | -$297K | 3.85% | 4 |
|
|
2022
Q2 | $12.5M | Sell |
207,685
-35,081
| -14% | -$2.32M | 3.91% | 4 |
|
|
2022
Q1 | $18.5M | Sell |
242,766
-1,319
| -0.5% | -$99.1K | 4.74% | 3 |
|
|
2021
Q4 | $20.4M | Sell |
244,085
-17,046
| -7% | -$1.37M | 4.82% | 2 |
|
|
2021
Q3 | $19.3M | Sell |
261,131
-53,416
| -17% | -$4.07M | 4.79% | 2 |
|
|
2021
Q2 | $22.9M | Sell |
314,547
-9,709
| -3% | -$672K | 5.56% | 2 |
|
|
2021
Q1 | $21.1M | Buy |
324,256
+50,293
| +18% | +$3.25M | 5.8% | 2 |
|
|
2020
Q4 | $17.5M | Buy |
273,963
+13,447
| +5% | +$815K | 5.46% | 2 |
|
|
2020
Q3 | $15.1M | Sell |
260,516
-30,060
| -10% | -$1.7M | 5.74% | 2 |
|
|
2020
Q2 | $15.1M | Sell |
290,576
-25,580
| -8% | -$1.23M | 6.45% | 2 |
|
|
2020
Q1 | $13M | Sell |
316,156
-2,636
| -0.8% | -$125K | 7.21% | 2 |
|
|
2019
Q4 | $15.4M | Buy |
+318,792
| New | +$14.8M | 6.83% | 2 |
|
Other funds holding IVW
