Independent Solutions Wealth Management’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 | $18.9M | Buy |
171,496
+1,288
| +0.8% | +$142K | 3.69% | 2 |
|
|
2025
Q1 | $15.8M | Buy |
170,208
+4,528
| +3% | +$420K | 3.54% | 2 |
|
|
2024
Q4 | $16.8M | Sell |
165,680
-16,427
| -9% | -$1.67M | 3.68% | 2 |
|
|
2024
Q3 | $17.4M | Sell |
182,107
-17,969
| -9% | -$1.72M | 3.94% | 3 |
|
|
2024
Q2 | $18.5M | Buy |
200,076
+932
| +0.5% | +$86.2K | 4.24% | 2 |
|
|
2024
Q1 | $16.8M | Sell |
199,144
-12,674
| -6% | -$1.07M | 3.99% | 2 |
|
|
2023
Q4 | $15.9M | Sell |
211,818
-2,600
| -1% | -$195K | 4.08% | 2 |
|
|
2023
Q3 | $14.7M | Buy |
214,418
+8,119
| +4% | +$556K | 3.81% | 2 |
|
|
2023
Q2 | $14.5M | Sell |
206,299
-1,005
| -0.5% | -$70.8K | 3.66% | 3 |
|
|
2023
Q1 | $13.2M | Sell |
207,304
-6,975
| -3% | -$446K | 3.9% | 4 |
|
|
2022
Q4 | $12.5M | Buy |
214,279
+11,159
| +5% | +$653K | 3.82% | 4 |
|
|
2022
Q3 | $11.8M | Sell |
203,120
-4,565
| -2% | -$264K | 3.85% | 4 |
|
|
2022
Q2 | $12.5M | Sell |
207,685
-35,081
| -14% | -$2.12M | 3.91% | 4 |
|
|
2022
Q1 | $18.5M | Sell |
242,766
-1,319
| -0.5% | -$101K | 4.36% | 2 |
|
|
2021
Q4 | $20.4M | Sell |
244,085
-17,046
| -7% | -$1.43M | 4.82% | 2 |
|
|
2021
Q3 | $19.3M | Sell |
261,131
-53,416
| -17% | -$3.95M | 4.78% | 2 |
|
|
2021
Q2 | $22.9M | Sell |
314,547
-9,709
| -3% | -$706K | 5.55% | 2 |
|
|
2021
Q1 | $21.1M | Buy |
324,256
+50,293
| +18% | +$3.27M | 5.8% | 2 |
|
|
2020
Q4 | $17.5M | Buy |
273,963
+13,447
| +5% | +$858K | 5.46% | 2 |
|
|
2020
Q3 | $15.1M | Sell |
260,516
-30,060
| -10% | -$1.74M | 5.74% | 2 |
|
|
2020
Q2 | $15.1M | Sell |
290,576
-25,580
| -8% | -$1.33M | 6.45% | 2 |
|
|
2020
Q1 | $13M | Sell |
316,156
-2,636
| -0.8% | -$109K | 7.21% | 2 |
|
|
2019
Q4 | $15.4M | Buy |
+318,792
| New | +$15.4M | 6.83% | 2 |
|