Interactive Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,906
| Closed | -$230K | – | 80 |
|
|
2025
Q3 | $230K | Sell |
1,906
-12
| -0.6% | -$1.38K | 0.12% | 75 |
|
|
2025
Q2 | $211K | Buy |
+1,918
| New | +$190K | 0.1% | 85 |
|
|
2023
Q1 | – | Sell |
-2,158
| Closed | -$126K | – | 115 |
|
|
2022
Q4 | $126K | Sell |
2,158
-32
| -1% | -$1.92K | 0.08% | 104 |
|
|
2022
Q3 | $127K | Sell |
2,190
-46
| -2% | -$2.99K | 0.07% | 98 |
|
|
2022
Q2 | $135K | Sell |
2,236
-48
| -2% | -$3.18K | 0.07% | 90 |
|
|
2022
Q1 | $174K | Hold |
2,284
| – | – | 0.08% | 90 |
|
|
2021
Q4 | $191K | Sell |
2,284
-46
| -2% | -$3.71K | 0.07% | 86 |
|
|
2021
Q3 | $172K | Sell |
2,330
-31
| -1% | -$2.36K | 0.08% | 86 |
|
|
2021
Q2 | $172K | Sell |
2,361
-54
| -2% | -$3.74K | 0.07% | 91 |
|
|
2021
Q1 | $157K | Sell |
2,415
-1
| -0% | -$65 | 0.07% | 89 |
|
|
2020
Q4 | $154K | Sell |
2,416
-56
| -2% | -$3.4K | 0.07% | 83 |
|
|
2020
Q3 | $143K | Sell |
2,472
-620
| -20% | -$35.1K | 0.07% | 79 |
|
|
2020
Q2 | $160K | Sell |
3,092
-16
| -0.5% | -$767 | 0.08% | 73 |
|
|
2020
Q1 | $128K | Hold |
3,108
| – | – | 0.11% | 52 |
|
|
2019
Q4 | $150K | Sell |
3,108
-60
| -2% | -$2.78K | 0.07% | 82 |
|
|
2019
Q3 | $143K | Hold |
3,168
| – | – | 0.07% | 78 |
|
|
2019
Q2 | $142K | Sell |
3,168
-28
| -0.9% | -$1.23K | 0.07% | 79 |
|
|
2019
Q1 | $138K | Sell |
3,196
-212
| -6% | -$8.69K | 0.07% | 69 |
|
|
2018
Q4 | $128K | Sell |
3,408
-28
| -0.8% | -$1.13K | 0.07% | 58 |
|
|
2018
Q3 | $152K | Sell |
3,436
-16
| -0.5% | -$688 | 0.07% | 72 |
|
|
2018
Q2 | $140K | Sell |
3,452
-88
| -2% | -$3.54K | 0.07% | 72 |
|
|
2018
Q1 | $137K | Sell |
3,540
-1,524
| -30% | -$60.8K | 0.07% | 70 |
|
|
2017
Q4 | $193K | Sell |
5,064
-684
| -12% | -$25.6K | 0.08% | 64 |
|
|
2017
Q3 | $206K | Sell |
5,748
-100
| -2% | -$3.52K | 0.09% | 59 |
|
|
2017
Q2 | $200K | Sell |
5,848
-160
| -3% | -$5.42K | 0.09% | 58 |
|
|
2017
Q1 | $198K | Sell |
6,008
-32
| -0.5% | -$1.03K | 0.1% | 59 |
|
|
2016
Q4 | $184K | Sell |
6,040
-784
| -11% | -$23.7K | 0.09% | 58 |
|
|
2016
Q3 | $208K | Sell |
6,824
-20
| -0.3% | -$606 | 0.1% | 56 |
|
|
2016
Q2 | $199K | Sell |
6,844
-276
| -4% | -$8.01K | 0.1% | 54 |
|
|
2016
Q1 | $206K | Sell |
7,120
-4
| -0.1% | -$110 | 0.13% | 51 |
|
|
2015
Q4 | $206K | Sell |
7,124
-108
| -1% | -$3.14K | 0.12% | 44 |
|
|
2015
Q3 | $195K | Sell |
7,232
-32
| -0.4% | -$910 | 0.11% | 46 |
|
|
2015
Q2 | $207K | Sell |
7,264
-76
| -1% | -$2.2K | 0.11% | 51 |
|
|
2015
Q1 | $209K | Sell |
7,340
-1,312
| -15% | -$37.2K | 0.11% | 47 |
|
|
2014
Q4 | $241K | Sell |
8,652
-4,316
| -33% | -$118K | 0.13% | 45 |
|
|
2014
Q3 | $346K | Sell |
12,968
-148
| -1% | -$3.94K | 0.2% | 43 |
|
|
2014
Q2 | $345K | Buy |
13,116
+72
| +0.6% | +$1.83K | 0.2% | 39 |
|
|
2014
Q1 | $326K | Sell |
13,044
-44
| -0.3% | -$1.09K | 0.19% | 36 |
|
|
2013
Q4 | $323K | Sell |
13,088
-84
| -0.6% | -$1.98K | 0.19% | 39 |
|
|
2013
Q3 | $294K | Hold |
13,172
| – | – | 0.18% | 38 |
|
|
2013
Q2 | $277K | Buy |
+13,172
| New | +$279K | 0.2% | 31 |
|
Other funds holding IVW
