Institute for Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Institute for Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.39M	Buy	12,312 +190	+2%	+$22.9K	0.15%	153
2025 Q4	$1.49M	Sell	12,122 -10,007	-45%	-$1.22M	0.16%	134
2025 Q3	$2.67M	Sell	22,129 -2,119	-9%	-$244K	0.28%	74
2025 Q2	$2.67M	Sell	24,248 -2,454	-9%	-$243K	0.3%	69
2025 Q1	$2.48M	Buy	26,702 +192	+0.7%	+$19.4K	0.32%	69
2024 Q4	$2.69M	Sell	26,510 -584	-2%	-$58.3K	0.34%	64
2024 Q3	$2.59M	Buy	27,094 +794	+3%	+$73.3K	0.33%	61
2024 Q2	$2.43M	Sell	26,300 -1,987	-7%	-$171K	0.33%	63
2024 Q1	$2.39M	Sell	28,287 -1,270	-4%	-$102K	0.31%	66
2023 Q4	$2.22M	Buy	29,557 +2,965	+11%	+$211K	0.36%	60
2023 Q3	$1.82M	Buy	26,592 +2,725	+11%	+$193K	0.33%	76
2023 Q2	$1.68M	Sell	23,867 -1,907	-7%	-$126K	0.3%	87
2023 Q1	$1.65M	Sell	25,774 -786	-3%	-$48K	0.32%	78
2022 Q4	$1.55M	Sell	26,560 -2,163	-8%	-$130K	0.33%	79
2022 Q3	$1.66M	Sell	28,723 -442	-2%	-$28.7K	0.37%	69
2022 Q2	$1.76M	Buy	29,165 +1,311	+5%	+$86.8K	0.35%	72
2022 Q1	$2.13M	Sell	27,854 -1,001	-3%	-$75.2K	0.35%	70
2021 Q4	$2.41M	Buy	28,855 +2,477	+9%	+$200K	0.39%	60
2021 Q3	$1.95M	Sell	26,378 -3,065	-10%	-$234K	0.34%	72
2021 Q2	$2.14M	Sell	29,443 -381	-1%	-$26.4K	0.38%	64
2021 Q1	$1.94M	Buy	29,824 +548	+2%	+$35.4K	0.37%	68
2020 Q4	$1.87M	Sell	29,276 -1,620	-5%	-$98.2K	0.37%	64
2020 Q3	$1.78M	Buy	30,896 +684	+2%	+$38.7K	0.41%	53
2020 Q2	$1.57M	Buy	+30,212	New	+$1.45M	0.38%	55
2020 Q1	–	Sell	-5,448	Closed	-$264K	–	536
2019 Q4	$264K	Sell	5,448 -46,500	-90%	-$2.16M	0.06%	372
2019 Q3	$2.34M	Buy	+51,948	New	+$2.35M	0.59%	33
2018 Q3	–	Sell	-61,624	Closed	-$2.51M	–	209
2018 Q2	$2.51M	Sell	61,624 -2,296	-4%	-$92.2K	0.8%	26
2018 Q1	$2.5M	Buy	63,920 +29,828	+87%	+$1.19M	0.74%	24
2017 Q4	$1.31M	Sell	34,092 -29,848	-47%	-$1.12M	0.3%	102
2017 Q3	$2.29M	Buy	63,940 +20,792	+48%	+$732K	0.74%	31
2017 Q2	$1.48M	Buy	+43,148	New	+$1.46M	0.41%	61