JT Stratford LLC’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 | $4.1M | Sell |
37,232
-1,493
| -4% | -$164K | 0.62% | 32 |
|
|
2025
Q1 | $3.59M | Buy |
38,725
+3,074
| +9% | +$285K | 0.64% | 29 |
|
|
2024
Q4 | $3.62M | Buy |
35,651
+719
| +2% | +$73K | 0.6% | 33 |
|
|
2024
Q3 | $3.34M | Sell |
34,932
-43
| -0.1% | -$4.12K | 0.57% | 33 |
|
|
2024
Q2 | $3.24M | Buy |
34,975
+2,853
| +9% | +$264K | 0.6% | 34 |
|
|
2024
Q1 | $2.71M | Buy |
32,122
+8,636
| +37% | +$729K | 0.54% | 36 |
|
|
2023
Q4 | $1.76M | Buy |
23,486
+380
| +2% | +$28.5K | 0.4% | 57 |
|
|
2023
Q3 | $1.58M | Sell |
23,106
-4,495
| -16% | -$308K | 0.41% | 63 |
|
|
2023
Q2 | $1.95M | Sell |
27,601
-3,681
| -12% | -$259K | 0.52% | 46 |
|
|
2023
Q1 | $2M | Sell |
31,282
-1,443
| -4% | -$92.2K | 0.57% | 43 |
|
|
2022
Q4 | $1.91M | Buy |
+32,725
| New | +$1.91M | 0.61% | 35 |
|
|
2021
Q2 | – | Sell |
-14,309
| Closed | -$932K | – | 211 |
|
|
2021
Q1 | $932K | Buy |
+14,309
| New | +$932K | 0.33% | 79 |
|