Ironwood Investment Counsel’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 | $1.01M | Buy |
9,136
+1,284
| +16% | +$141K | 0.16% | 118 |
|
|
2025
Q1 | $729K | Hold |
7,852
| – | – | 0.13% | 134 |
|
|
2024
Q4 | $797K | Hold |
7,852
| – | – | 0.14% | 129 |
|
|
2024
Q3 | $752K | Hold |
7,852
| – | – | 0.13% | 137 |
|
|
2024
Q2 | $727K | Hold |
7,852
| – | – | 0.13% | 137 |
|
|
2024
Q1 | $663K | Hold |
7,852
| – | – | 0.12% | 149 |
|
|
2023
Q4 | $590K | Hold |
7,852
| – | – | 0.11% | 154 |
|
|
2023
Q3 | $206K | Hold |
7,852
| – | – | 0.04% | 230 |
|
|
2023
Q2 | $553K | Hold |
7,852
| – | – | 0.12% | 123 |
|
|
2023
Q1 | $502K | Hold |
7,852
| – | – | 0.12% | 125 |
|
|
2022
Q4 | $459K | Hold |
7,852
| – | – | 0.11% | 134 |
|
|
2022
Q3 | $454K | Hold |
7,852
| – | – | 0.13% | 121 |
|
|
2022
Q2 | $473K | Buy |
7,852
+3,600
| +85% | +$217K | 0.13% | 118 |
|
|
2022
Q1 | $324K | Sell |
4,252
-2,872
| -40% | -$219K | 0.08% | 155 |
|
|
2021
Q4 | $596K | Buy |
7,124
+3
| +0% | +$251 | 0.14% | 117 |
|
|
2021
Q3 | $526K | Buy |
7,121
+4
| +0.1% | +$295 | 0.13% | 119 |
|
|
2021
Q2 | $517K | Buy |
7,117
+4
| +0.1% | +$291 | 0.14% | 119 |
|
|
2021
Q1 | $463K | Buy |
7,113
+4
| +0.1% | +$260 | 0.13% | 127 |
|
|
2020
Q4 | $453K | Buy |
7,109
+9
| +0.1% | +$573 | 0.1% | 142 |
|
|
2020
Q3 | $410K | Buy |
7,100
+2,200
| +45% | +$127K | 0.11% | 129 |
|
|
2020
Q2 | $254K | Buy |
+4,900
| New | +$254K | 0.08% | 161 |
|
|
2020
Q1 | – | Sell |
-4,252
| Closed | -$205K | – | 175 |
|
|
2019
Q4 | $205K | Buy |
+4,252
| New | +$205K | 0.07% | 169 |
|