Integrated Advisors 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 | $7.86M | Sell |
71,395
-42,025
| -37% | -$4.63M | 0.35% | 63 |
|
|
2025
Q1 | $10.5M | Buy |
113,420
+75,118
| +196% | +$6.97M | 0.53% | 37 |
|
|
2024
Q4 | $3.89M | Buy |
38,302
+7,592
| +25% | +$771K | 0.19% | 127 |
|
|
2024
Q3 | $2.94M | Buy |
30,710
+22,344
| +267% | +$2.14M | 0.14% | 174 |
|
|
2024
Q2 | $774K | Buy |
8,366
+421
| +5% | +$39K | 0.04% | 337 |
|
|
2024
Q1 | $671K | Sell |
7,945
-14
| -0.2% | -$1.18K | 0.03% | 384 |
|
|
2023
Q4 | $598K | Sell |
7,959
-96
| -1% | -$7.21K | 0.03% | 381 |
|
|
2023
Q3 | $551K | Sell |
8,055
-1,213
| -13% | -$83K | 0.03% | 382 |
|
|
2023
Q2 | $653K | Sell |
9,268
-187
| -2% | -$13.2K | 0.04% | 371 |
|
|
2023
Q1 | $604K | Buy |
9,455
+210
| +2% | +$13.4K | 0.04% | 380 |
|
|
2022
Q4 | $541K | Sell |
9,245
-660
| -7% | -$38.6K | 0.03% | 394 |
|
|
2022
Q3 | $573K | Sell |
9,905
-1,001
| -9% | -$57.9K | 0.04% | 369 |
|
|
2022
Q2 | $658K | Sell |
10,906
-1,225
| -10% | -$73.9K | 0.04% | 358 |
|
|
2022
Q1 | $927K | Sell |
12,131
-1,945
| -14% | -$149K | 0.05% | 322 |
|
|
2021
Q4 | $1.18M | Sell |
14,076
-1,793
| -11% | -$150K | 0.07% | 250 |
|
|
2021
Q3 | $1.17M | Sell |
15,869
-293
| -2% | -$21.7K | 0.08% | 228 |
|
|
2021
Q2 | $1.18M | Sell |
16,162
-514
| -3% | -$37.4K | 0.09% | 209 |
|
|
2021
Q1 | $1.09M | Buy |
16,676
+5,193
| +45% | +$338K | 0.1% | 197 |
|
|
2020
Q4 | $733K | Buy |
11,483
+667
| +6% | +$42.6K | 0.08% | 237 |
|
|
2020
Q3 | $625K | Sell |
10,816
-3,588
| -25% | -$207K | 0.08% | 224 |
|
|
2020
Q2 | $747K | Sell |
14,404
-64
| -0.4% | -$3.32K | 0.09% | 212 |
|
|
2020
Q1 | $597K | Sell |
14,468
-120
| -0.8% | -$4.95K | 0.12% | 170 |
|
|
2019
Q4 | $706K | Buy |
+14,588
| New | +$706K | 0.1% | 206 |
|