Independent Wealth Network’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 | $379K | Buy |
3,441
+13
| +0.4% | +$1.43K | 0.14% | 167 |
|
|
2025
Q1 | $318K | Buy |
3,428
+1,033
| +43% | +$95.9K | 0.13% | 177 |
|
|
2024
Q4 | $243K | Sell |
2,395
-861
| -26% | -$87.4K | 0.1% | 198 |
|
|
2024
Q3 | $312K | Sell |
3,256
-40
| -1% | -$3.83K | 0.14% | 166 |
|
|
2024
Q2 | $305K | Sell |
3,296
-19
| -0.6% | -$1.76K | 0.14% | 164 |
|
|
2024
Q1 | $280K | Buy |
3,315
+2
| +0.1% | +$169 | 0.13% | 177 |
|
|
2023
Q4 | $249K | Buy |
3,313
+41
| +1% | +$3.08K | 0.13% | 167 |
|
|
2023
Q3 | $224K | Buy |
3,272
+35
| +1% | +$2.4K | 0.14% | 173 |
|
|
2023
Q2 | $228K | Buy |
3,237
+42
| +1% | +$2.96K | 0.14% | 175 |
|
|
2023
Q1 | $204K | Buy |
+3,195
| New | +$204K | 0.13% | 179 |
|
|
2022
Q2 | – | Sell |
-5,037
| Closed | -$385K | – | 203 |
|
|
2022
Q1 | $385K | Buy |
5,037
+919
| +22% | +$70.2K | 0.24% | 112 |
|
|
2021
Q4 | $345K | Sell |
4,118
-13,445
| -77% | -$1.13M | 0.21% | 126 |
|
|
2021
Q3 | $1.43M | Buy |
+17,563
| New | +$1.43M | 0.94% | 26 |
|