JDM Financial Group’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 | $110K | Hold |
996
| – | – | 0.05% | 62 |
|
|
2025
Q1 | $92.5K | Hold |
996
| – | – | 0.05% | 65 |
|
|
2024
Q4 | $101K | Sell |
996
-304
| -23% | -$30.9K | 0.05% | 61 |
|
|
2024
Q3 | $124K | Hold |
1,300
| – | – | 0.07% | 56 |
|
|
2024
Q2 | $120K | Hold |
1,300
| – | – | 0.08% | 54 |
|
|
2024
Q1 | $110K | Hold |
1,300
| – | – | 0.08% | 48 |
|
|
2023
Q4 | $97.6K | Hold |
1,300
| – | – | 0.08% | 48 |
|
|
2023
Q3 | $88.9K | Hold |
1,300
| – | – | 0.08% | 48 |
|
|
2023
Q2 | $91.6K | Hold |
1,300
| – | – | 0.08% | 50 |
|
|
2023
Q1 | $83.1K | Hold |
1,300
| – | – | 0.08% | 51 |
|
|
2022
Q4 | $76.1K | Buy |
+1,300
| New | +$76.1K | 0.07% | 53 |
|