IWS
Insight Wealth Strategies’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 | $527K | Buy |
4,840
+5
| +0.1% | +$545 | 0.07% | 119 |
|
|
2025
Q1 | $449K | Buy |
4,835
+6
| +0.1% | +$557 | 0.06% | 124 |
|
|
2024
Q4 | $490K | Sell |
4,829
-766
| -14% | -$77.8K | 0.07% | 120 |
|
|
2024
Q3 | $536K | Buy |
5,595
+175
| +3% | +$16.8K | 0.07% | 126 |
|
|
2024
Q2 | $502K | Buy |
5,420
+71
| +1% | +$6.57K | 0.07% | 132 |
|
|
2024
Q1 | $452K | Sell |
5,349
-23
| -0.4% | -$1.94K | 0.07% | 138 |
|
|
2023
Q4 | $403K | Buy |
5,372
+32
| +0.6% | +$2.4K | 0.07% | 137 |
|
|
2023
Q3 | $365K | Buy |
5,340
+14
| +0.3% | +$958 | 0.07% | 126 |
|
|
2023
Q2 | $375K | Sell |
5,326
-838
| -14% | -$59.1K | 0.07% | 122 |
|
|
2023
Q1 | $394K | Sell |
6,164
-192
| -3% | -$12.3K | 0.08% | 118 |
|
|
2022
Q4 | $372K | Sell |
6,356
-863
| -12% | -$50.5K | 0.07% | 116 |
|
|
2022
Q3 | $436K | Hold |
7,219
| – | – | 0.08% | 117 |
|
|
2022
Q2 | $436K | Sell |
7,219
-262
| -4% | -$15.8K | 0.08% | 117 |
|
|
2022
Q1 | $571K | Sell |
7,481
-771
| -9% | -$58.8K | 0.08% | 119 |
|
|
2021
Q4 | $690K | Sell |
8,252
-3,651
| -31% | -$305K | 0.1% | 116 |
|
|
2021
Q3 | $880K | Sell |
11,903
-2,421
| -17% | -$179K | 0.12% | 114 |
|
|
2021
Q2 | $1.04M | Sell |
14,324
-6,213
| -30% | -$452K | 0.15% | 95 |
|
|
2021
Q1 | $1.34M | Sell |
20,537
-7,641
| -27% | -$497K | 0.18% | 81 |
|
|
2020
Q4 | $1.8M | Buy |
28,178
+21,089
| +297% | +$1.35M | 0.31% | 42 |
|
|
2020
Q3 | $1.64M | Buy |
7,089
+285
| +4% | +$65.9K | 0.3% | 37 |
|
|
2020
Q2 | $1.41M | Sell |
6,804
-1,569
| -19% | -$326K | 0.31% | 32 |
|
|
2020
Q1 | $1.38M | Sell |
8,373
-122,192
| -94% | -$20.2M | 0.37% | 30 |
|
|
2019
Q4 | $25.3M | Buy |
130,565
+2,572
| +2% | +$498K | 5.35% | 3 |
|
|
2019
Q3 | $23M | Buy |
127,993
+19,306
| +18% | +$3.48M | 5.41% | 4 |
|
|
2019
Q2 | $19.5M | Buy |
108,687
+17,322
| +19% | +$3.1M | 4.76% | 6 |
|
|
2019
Q1 | $15.7M | Sell |
91,365
-10,703
| -10% | -$1.84M | 4.4% | 6 |
|
|
2018
Q4 | $15.4M | Buy |
+102,068
| New | +$15.4M | 4.71% | 6 |
|