IF
Ironwood Financial’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 | $15.9M | Hold |
170,984
| – | – | 3.4% | 5 |
|
|
2025
Q1 | $15.9M | Buy |
170,984
+528
| +0.3% | +$49K | 3.4% | 5 |
|
|
2024
Q4 | $17.3M | Sell |
170,456
-2,081
| -1% | -$211K | 3.63% | 5 |
|
|
2024
Q3 | $16.5M | Buy |
172,537
+1,063
| +0.6% | +$102K | 3.47% | 5 |
|
|
2024
Q2 | $15.9M | Sell |
171,474
-280
| -0.2% | -$25.9K | 3.56% | 5 |
|
|
2024
Q1 | $14.5M | Sell |
171,754
-434
| -0.3% | -$36.6K | 3.33% | 5 |
|
|
2023
Q4 | $12.9M | Sell |
172,188
-2,511
| -1% | -$189K | 3.13% | 5 |
|
|
2023
Q3 | $12M | Sell |
174,699
-2,740
| -2% | -$187K | 3.21% | 6 |
|
|
2023
Q2 | $12.5M | Buy |
177,439
+2,262
| +1% | +$159K | 3.29% | 5 |
|
|
2023
Q1 | $11.2M | Sell |
175,177
-782
| -0.4% | -$50K | 3.12% | 5 |
|
|
2022
Q4 | $10.3M | Sell |
175,959
-4,727
| -3% | -$277K | 3.21% | 5 |
|
|
2022
Q3 | $10.5M | Sell |
180,686
-2,123
| -1% | -$123K | 3.47% | 4 |
|
|
2022
Q2 | $11M | Sell |
182,809
-1,708
| -0.9% | -$103K | 3.54% | 4 |
|
|
2022
Q1 | $14.3M | Buy |
184,517
+29,518
| +19% | +$2.29M | 4.05% | 4 |
|
|
2021
Q4 | $13M | Buy |
154,999
+9,962
| +7% | +$834K | 3.55% | 5 |
|
|
2021
Q3 | $10.7M | Buy |
145,037
+826
| +0.6% | +$61.1K | 3.14% | 6 |
|
|
2021
Q2 | $10.5M | Buy |
144,211
+621
| +0.4% | +$45.2K | 3.15% | 6 |
|
|
2021
Q1 | $9.35M | Sell |
143,590
-12,431
| -8% | -$809K | 3.05% | 7 |
|
|
2020
Q4 | $9.96M | Buy |
156,021
+120,233
| +336% | +$7.67M | 3.73% | 6 |
|
|
2020
Q3 | $8.27M | Buy |
35,788
+28,836
| +415% | +$6.66M | 4.15% | 8 |
|
|
2020
Q2 | $1.44M | Buy |
6,952
+4,632
| +200% | +$961K | 0.78% | 21 |
|
|
2020
Q1 | $383K | Sell |
2,320
-9,118
| -80% | -$1.51M | 0.26% | 29 |
|
|
2019
Q4 | $2.22M | Sell |
11,438
-395
| -3% | -$76.5K | 1.01% | 20 |
|
|
2019
Q3 | $2.13M | Sell |
11,833
-52
| -0.4% | -$9.36K | 1.02% | 19 |
|
|
2019
Q2 | $2.13M | Sell |
11,885
-354
| -3% | -$63.4K | 1.05% | 23 |
|
|
2019
Q1 | $2.11M | Sell |
12,239
-84
| -0.7% | -$14.5K | 1.09% | 25 |
|
|
2018
Q4 | $1.86M | Buy |
12,323
+235
| +2% | +$35.4K | 1.04% | 21 |
|
|
2018
Q3 | $2.14M | Buy |
12,088
+240
| +2% | +$42.5K | 1.14% | 18 |
|
|
2018
Q2 | $1.93M | Buy |
11,848
+117
| +1% | +$19K | 1.12% | 17 |
|
|
2018
Q1 | $1.82M | Buy |
11,731
+110
| +0.9% | +$17.1K | 1.97% | 11 |
|
|
2017
Q4 | $1.78M | Sell |
11,621
-156
| -1% | -$23.8K | 1.07% | 21 |
|
|
2017
Q3 | $1.69M | Sell |
11,777
-140
| -1% | -$20.1K | 1.04% | 22 |
|
|
2017
Q2 | $1.63M | Sell |
11,917
-25
| -0.2% | -$3.42K | 1.05% | 16 |
|
|
2017
Q1 | $1.57M | Sell |
11,942
-1,306
| -10% | -$172K | 1.04% | 17 |
|
|
2016
Q4 | $1.61M | Sell |
13,248
-478
| -3% | -$58.2K | 1.13% | 18 |
|
|
2016
Q3 | $1.67M | Sell |
13,726
-2,310
| -14% | -$281K | 1.2% | 16 |
|
|
2016
Q2 | $1.87M | Sell |
16,036
-1,414
| -8% | -$165K | 1.4% | 16 |
|
|
2016
Q1 | $2.02M | Buy |
+17,450
| New | +$2.02M | 1.56% | 16 |
|
|
2015
Q3 | $2M | Sell |
18,564
-27
| -0.1% | -$2.91K | 0.98% | 25 |
|
|
2015
Q2 | $2.12M | Sell |
18,591
-842
| -4% | -$95.9K | 1% | 25 |
|
|
2015
Q1 | $2.22M | Buy |
19,433
+1,216
| +7% | +$139K | 1.07% | 26 |
|
|
2014
Q4 | $2.03M | Buy |
+18,217
| New | +$2.03M | 1.12% | 22 |
|