Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $17.9K | Sell |
193
-107
| -36% | -$9.9K | ﹤0.01% | 351 |
|
|
2024
Q1 | $25.3K | Hold |
300
| – | – | ﹤0.01% | 307 |
|
|
2023
Q4 | $22.5K | Hold |
300
| – | – | ﹤0.01% | 306 |
|
|
2023
Q3 | $20.5K | Hold |
300
| – | – | ﹤0.01% | 302 |
|
|
2023
Q2 | $21.1K | Hold |
300
| – | – | ﹤0.01% | 304 |
|
|
2023
Q1 | $19.2K | Hold |
300
| – | – | ﹤0.01% | 314 |
|
|
2022
Q4 | $17.6K | Hold |
300
| – | – | ﹤0.01% | 319 |
|
|
2022
Q3 | $17K | Hold |
300
| – | – | ﹤0.01% | 327 |
|
|
2022
Q2 | $18K | Hold |
300
| – | – | ﹤0.01% | 321 |
|
|
2022
Q1 | $23K | Sell |
300
-3,931
| -93% | -$301K | ﹤0.01% | 337 |
|
|
2021
Q4 | $354K | Hold |
4,231
| – | – | 0.06% | 128 |
|
|
2021
Q3 | $313K | Sell |
4,231
-5,181
| -55% | -$383K | 0.05% | 147 |
|
|
2021
Q2 | $685K | Sell |
9,412
-244
| -3% | -$17.8K | 0.11% | 110 |
|
|
2021
Q1 | $629K | Sell |
9,656
-6,411
| -40% | -$418K | 0.12% | 109 |
|
|
2020
Q4 | $1.03M | Sell |
16,067
-4,265
| -21% | -$272K | 0.22% | 86 |
|
|
2020
Q3 | $1.18M | Sell |
20,332
-247,604
| -92% | -$14.3M | 0.27% | 80 |
|
|
2020
Q2 | $13.9M | Buy |
267,936
+124
| +0% | +$6.43K | 2.88% | 3 |
|
|
2020
Q1 | $11.1M | Sell |
267,812
-200
| -0.1% | -$8.25K | 2.55% | 4 |
|
|
2019
Q4 | $13M | Sell |
268,012
-3,092
| -1% | -$150K | 2.74% | 3 |
|
|
2019
Q3 | $12.2M | Sell |
271,104
-5,460
| -2% | -$246K | 2.68% | 3 |
|
|
2019
Q2 | $12.4M | Sell |
276,564
-68
| -0% | -$3.05K | 2.68% | 4 |
|
|
2019
Q1 | $11.9M | Sell |
276,632
-348
| -0.1% | -$15K | 2.51% | 5 |
|
|
2018
Q4 | $10.4M | Buy |
276,980
+13,384
| +5% | +$504K | 2.34% | 4 |
|
|
2018
Q3 | $11.7M | Buy |
263,596
+4,896
| +2% | +$217K | 2.31% | 5 |
|
|
2018
Q2 | $10.5M | Hold |
258,700
| – | – | 2.19% | 6 |
|
|
2018
Q1 | $10M | Buy |
258,700
+388
| +0.2% | +$15K | 2.12% | 5 |
|
|
2017
Q4 | $9.87M | Hold |
258,312
| – | – | 1.89% | 6 |
|
|
2017
Q3 | $9.26M | Buy |
+258,312
| New | +$9.26M | 1.86% | 7 |
|