IFWM
Institute for Wealth Management’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 | $2.67M | Sell |
24,248
-2,454
| -9% | -$270K | 0.3% | 69 |
|
|
2025
Q1 | $2.48M | Buy |
26,702
+192
| +0.7% | +$17.8K | 0.32% | 69 |
|
|
2024
Q4 | $2.69M | Sell |
26,510
-584
| -2% | -$59.3K | 0.34% | 64 |
|
|
2024
Q3 | $2.59M | Buy |
27,094
+794
| +3% | +$76K | 0.33% | 61 |
|
|
2024
Q2 | $2.43M | Sell |
26,300
-1,987
| -7% | -$184K | 0.33% | 63 |
|
|
2024
Q1 | $2.39M | Sell |
28,287
-1,270
| -4% | -$107K | 0.31% | 66 |
|
|
2023
Q4 | $2.22M | Buy |
29,557
+2,965
| +11% | +$223K | 0.36% | 60 |
|
|
2023
Q3 | $1.82M | Buy |
26,592
+2,725
| +11% | +$186K | 0.33% | 74 |
|
|
2023
Q2 | $1.68M | Sell |
23,867
-1,907
| -7% | -$134K | 0.28% | 81 |
|
|
2023
Q1 | $1.65M | Sell |
25,774
-786
| -3% | -$50.2K | 0.31% | 76 |
|
|
2022
Q4 | $1.55M | Sell |
26,560
-2,163
| -8% | -$127K | 0.33% | 78 |
|
|
2022
Q3 | $1.66M | Sell |
28,723
-442
| -2% | -$25.6K | 0.37% | 69 |
|
|
2022
Q2 | $1.76M | Buy |
29,165
+1,311
| +5% | +$79.1K | 0.35% | 71 |
|
|
2022
Q1 | $2.13M | Sell |
27,854
-1,001
| -3% | -$76.4K | 0.34% | 69 |
|
|
2021
Q4 | $2.41M | Buy |
28,855
+2,477
| +9% | +$207K | 0.39% | 60 |
|
|
2021
Q3 | $1.95M | Sell |
26,378
-3,065
| -10% | -$227K | 0.34% | 72 |
|
|
2021
Q2 | $2.14M | Sell |
29,443
-381
| -1% | -$27.7K | 0.38% | 64 |
|
|
2021
Q1 | $1.94M | Buy |
29,824
+548
| +2% | +$35.7K | 0.37% | 68 |
|
|
2020
Q4 | $1.87M | Buy |
29,276
+21,552
| +279% | +$1.38M | 0.37% | 64 |
|
|
2020
Q3 | $1.79M | Buy |
7,724
+171
| +2% | +$39.5K | 0.41% | 52 |
|
|
2020
Q2 | $1.57M | Buy |
+7,553
| New | +$1.57M | 0.38% | 55 |
|
|
2020
Q1 | – | Sell |
-1,362
| Closed | -$264K | – | 529 |
|
|
2019
Q4 | $264K | Sell |
1,362
-11,625
| -90% | -$2.25M | 0.06% | 371 |
|
|
2019
Q3 | $2.34M | Buy |
+12,987
| New | +$2.34M | 0.59% | 33 |
|
|
2018
Q3 | – | Sell |
-15,406
| Closed | -$2.51M | – | 207 |
|
|
2018
Q2 | $2.51M | Sell |
15,406
-574
| -4% | -$93.4K | 0.8% | 26 |
|
|
2018
Q1 | $2.5M | Buy |
15,980
+7,457
| +87% | +$1.17M | 0.74% | 24 |
|
|
2017
Q4 | $1.31M | Sell |
8,523
-7,462
| -47% | -$1.15M | 0.3% | 102 |
|
|
2017
Q3 | $2.29M | Buy |
15,985
+5,198
| +48% | +$744K | 0.74% | 31 |
|
|
2017
Q2 | $1.48M | Buy |
+10,787
| New | +$1.48M | 0.41% | 61 |
|