Jackson Grant Investment Advisers’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 | $788K | Buy |
7,157
+8
| +0.1% | +$881 | 0.29% | 50 |
|
|
2025
Q1 | $664K | Buy |
7,149
+8
| +0.1% | +$743 | 0.26% | 55 |
|
|
2024
Q4 | $725K | Buy |
7,141
+9
| +0.1% | +$914 | 0.28% | 50 |
|
|
2024
Q3 | $683K | Buy |
7,132
+11
| +0.2% | +$1.05K | 0.26% | 56 |
|
|
2024
Q2 | $659K | Buy |
7,121
+5
| +0.1% | +$463 | 0.27% | 57 |
|
|
2024
Q1 | $601K | Buy |
7,116
+7
| +0.1% | +$591 | 0.25% | 58 |
|
|
2023
Q4 | $534K | Buy |
7,109
+20
| +0.3% | +$1.5K | 0.24% | 60 |
|
|
2023
Q3 | $485K | Buy |
7,089
+22
| +0.3% | +$1.51K | 0.23% | 58 |
|
|
2023
Q2 | $498K | Buy |
7,067
+15
| +0.2% | +$1.06K | 0.23% | 60 |
|
|
2023
Q1 | $451K | Buy |
7,052
+191
| +3% | +$12.2K | 0.21% | 67 |
|
|
2022
Q4 | $401K | Buy |
6,861
+15
| +0.2% | +$878 | 0.19% | 68 |
|
|
2022
Q3 | $396K | Buy |
6,846
+18
| +0.3% | +$1.04K | 0.21% | 66 |
|
|
2022
Q2 | $412K | Buy |
6,828
+12
| +0.2% | +$724 | 0.2% | 67 |
|
|
2022
Q1 | $521K | Buy |
6,816
+11
| +0.2% | +$841 | 0.22% | 60 |
|
|
2021
Q4 | $569K | Buy |
6,805
+8
| +0.1% | +$669 | 0.29% | 48 |
|
|
2021
Q3 | $502K | Buy |
6,797
+10
| +0.1% | +$739 | 0.22% | 60 |
|
|
2021
Q2 | $494K | Buy |
6,787
+8
| +0.1% | +$582 | 0.22% | 60 |
|
|
2021
Q1 | $441K | Buy |
6,779
+10
| +0.1% | +$651 | 0.2% | 66 |
|
|
2020
Q4 | $432K | Buy |
6,769
+17
| +0.3% | +$1.09K | 0.22% | 59 |
|
|
2020
Q3 | $390K | Buy |
6,752
+16
| +0.2% | +$924 | 0.23% | 57 |
|
|
2020
Q2 | $349K | Buy |
6,736
+12
| +0.2% | +$622 | 0.22% | 57 |
|
|
2020
Q1 | $277K | Buy |
6,724
+24
| +0.4% | +$989 | 0.2% | 62 |
|
|
2019
Q4 | $324K | Buy |
6,700
+40
| +0.6% | +$1.93K | 0.18% | 70 |
|
|
2019
Q3 | $300K | Buy |
6,660
+24
| +0.4% | +$1.08K | 0.17% | 68 |
|
|
2019
Q2 | $297K | Buy |
6,636
+1,036
| +19% | +$46.4K | 0.17% | 67 |
|
|
2019
Q1 | $241K | Buy |
5,600
+16
| +0.3% | +$689 | 0.14% | 74 |
|
|
2018
Q4 | $210K | Buy |
5,584
+36
| +0.6% | +$1.35K | 0.15% | 75 |
|
|
2018
Q3 | $246K | Buy |
5,548
+16
| +0.3% | +$709 | 0.15% | 73 |
|
|
2018
Q2 | $225K | Hold |
5,532
| – | – | 0.15% | 75 |
|
|
2018
Q1 | $215K | Buy |
5,532
+16
| +0.3% | +$622 | 0.15% | 78 |
|
|
2017
Q4 | $211K | Buy |
5,516
+40
| +0.7% | +$1.53K | 0.14% | 78 |
|
|
2017
Q3 | $196K | Buy |
5,476
+20
| +0.4% | +$716 | 0.14% | 76 |
|
|
2017
Q2 | $187K | Buy |
5,456
+16
| +0.3% | +$548 | 0.15% | 73 |
|
|
2017
Q1 | $179K | Hold |
5,440
| – | – | 0.14% | 72 |
|
|
2016
Q4 | $166K | Buy |
5,440
+40
| +0.7% | +$1.22K | 0.14% | 71 |
|
|
2016
Q3 | $164K | Hold |
5,400
| – | – | 0.14% | 68 |
|
|
2016
Q2 | $157K | Buy |
5,400
+44
| +0.8% | +$1.28K | 0.14% | 64 |
|
|
2016
Q1 | $155K | Buy |
5,356
+24
| +0.5% | +$695 | 0.14% | 66 |
|
|
2015
Q4 | $154K | Buy |
+5,332
| New | +$154K | 0.15% | 65 |
|