Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.22M | Buy |
55,002
+1,252
| +2% | +$151K | 2.21% | 11 |
|
|
2025
Q4 | $6.63M | Buy |
53,750
+2
| +0% | +$245 | 2.32% | 10 |
|
|
2025
Q3 | $6.49M | Buy |
53,748
+2
| +0% | +$230 | 2.28% | 9 |
|
|
2025
Q2 | $5.92M | Sell |
53,746
-246
| -0.5% | -$24.3K | 2.24% | 9 |
|
|
2025
Q1 | $5.01M | Sell |
53,992
-668
| -1% | -$67.3K | 2.08% | 11 |
|
|
2024
Q4 | $5.55M | Sell |
54,660
-171
| -0.3% | -$17.1K | 2.29% | 9 |
|
|
2024
Q3 | $5.25M | Buy |
54,831
+101
| +0.2% | +$9.32K | 2.19% | 11 |
|
|
2024
Q2 | $5.06M | Sell |
54,730
-19
| -0% | -$1.64K | 2.27% | 9 |
|
|
2024
Q1 | $4.62M | Sell |
54,749
-23
| -0% | -$1.85K | 2.1% | 11 |
|
|
2023
Q4 | $4.11M | Sell |
54,772
-148
| -0.3% | -$10.5K | 2.02% | 12 |
|
|
2023
Q3 | $3.76M | Sell |
54,920
-453
| -0.8% | -$32.1K | 1.98% | 10 |
|
|
2023
Q2 | $3.9M | Buy |
55,373
+1
| +0% | +$66 | 2.03% | 12 |
|
|
2023
Q1 | $3.54M | Sell |
55,372
-51
| -0.1% | -$3.12K | 1.86% | 13 |
|
|
2022
Q4 | $3.24M | Sell |
55,423
-15,760
| -22% | -$946K | 1.71% | 14 |
|
|
2022
Q3 | $4.12M | Buy |
71,183
+16,599
| +30% | +$1.08M | 1.23% | 14 |
|
|
2022
Q2 | $3.29M | Buy |
54,584
+618
| +1% | +$40.9K | 1.61% | 14 |
|
|
2022
Q1 | $4.12M | Buy |
53,966
+22
| +0% | +$1.65K | 1.74% | 12 |
|
|
2021
Q4 | $4.51M | Sell |
53,944
-207
| -0.4% | -$16.7K | 1.84% | 12 |
|
|
2021
Q3 | $4M | Hold |
54,151
| – | – | 1.82% | 13 |
|
|
2021
Q2 | $3.94M | Sell |
54,151
-464
| -0.8% | -$32.1K | 1.8% | 13 |
|
|
2021
Q1 | $3.56M | Buy |
54,615
+10,973
| +25% | +$709K | 1.73% | 15 |
|
|
2020
Q4 | $2.79M | Sell |
43,642
-1,210
| -3% | -$73.4K | 1.48% | 18 |
|
|
2020
Q3 | $2.59M | Buy |
44,852
+240
| +0.5% | +$13.6K | 1.55% | 16 |
|
|
2020
Q2 | $2.31M | Buy |
44,612
+1,072
| +2% | +$51.4K | 1.36% | 18 |
|
|
2020
Q1 | $1.8M | Buy |
43,540
+1,848
| +4% | +$87.4K | 1.29% | 20 |
|
|
2019
Q4 | $2.02M | Hold |
41,692
| – | – | 1.36% | 20 |
|
|
2019
Q3 | $1.88M | Sell |
41,692
-20
| -0% | -$905 | 1.37% | 21 |
|
|
2019
Q2 | $1.87M | Buy |
41,712
+592
| +1% | +$26K | 1.34% | 20 |
|
|
2019
Q1 | $1.77M | Hold |
41,120
| – | – | 1.28% | 23 |
|
|
2018
Q4 | $1.55M | Sell |
41,120
-1,036
| -2% | -$41.9K | 1.31% | 21 |
|
|
2018
Q3 | $1.22K | Sell |
42,156
-468
| -1% | -$20.1K | 0.68% | 38 |
|
|
2018
Q2 | $1.73M | Hold |
42,624
| – | – | 1.29% | 24 |
|
|
2018
Q1 | $1.65M | Sell |
42,624
-2,220
| -5% | -$88.6K | 1.23% | 23 |
|
|
2017
Q4 | $1.71M | Buy |
44,844
+636
| +1% | +$23.8K | 1.27% | 25 |
|
|
2017
Q3 | $1.58M | Hold |
44,208
| – | – | 1.36% | 24 |
|
|
2017
Q2 | $1.51M | Sell |
44,208
-368
| -0.8% | -$12.5K | 1.37% | 20 |
|
|
2017
Q1 | $1.47M | Sell |
44,576
-1,800
| -4% | -$57.8K | 1.41% | 21 |
|
|
2016
Q4 | $1.41M | Sell |
46,376
-5,172
| -10% | -$156K | 1.38% | 23 |
|
|
2016
Q3 | $1.57M | Buy |
51,548
+4,696
| +10% | +$142K | 0.89% | 41 |
|
|
2016
Q2 | $1.37M | Buy |
46,852
+3,900
| +9% | +$113K | 1.36% | 25 |
|
|
2016
Q1 | $1.24M | Buy |
42,952
+5,172
| +14% | +$142K | 0.81% | 40 |
|
|
2015
Q4 | $1.09M | Sell |
37,780
-716
| -2% | -$20.8K | 1.31% | 25 |
|
|
2015
Q3 | $1.04M | Sell |
38,496
-4,192
| -10% | -$119K | 1.36% | 19 |
|
|
2015
Q2 | $1.22M | Sell |
42,688
-168
| -0.4% | -$4.87K | 1.47% | 17 |
|
|
2015
Q1 | $1.22M | Buy |
42,856
+8
| +0% | +$227 | 1.35% | 16 |
|
|
2014
Q4 | $1.2M | Buy |
+42,848
| New | +$1.17M | 1.38% | 20 |
|
Other funds holding IVW
