Kathryn A. Hall’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,556
| Closed | -$1.59M | – | 32 |
|
|
2024
Q3 | $1.59M | Hold |
16,556
| – | – | 0.33% | 33 |
|
|
2024
Q2 | $1.53M | Hold |
16,556
| – | – | 0.35% | 31 |
|
|
2024
Q1 | $1.4M | Hold |
16,556
| – | – | 0.32% | 34 |
|
|
2023
Q4 | $1.24M | Hold |
16,556
| – | – | 0.35% | 35 |
|
|
2023
Q3 | $1.13M | Hold |
16,556
| – | – | 0.38% | 38 |
|
|
2023
Q2 | $1.17M | Hold |
16,556
| – | – | 0.38% | 37 |
|
|
2023
Q1 | $1.06M | Hold |
16,556
| – | – | 0.31% | 46 |
|
|
2022
Q4 | $969K | Hold |
16,556
| – | – | 0.4% | 37 |
|
|
2022
Q3 | $958K | Hold |
16,556
| – | – | 0.4% | 38 |
|
|
2022
Q2 | $999K | Hold |
16,556
| – | – | 0.36% | 39 |
|
|
2022
Q1 | $1.26M | Hold |
16,556
| – | – | 0.38% | 40 |
|
|
2021
Q4 | $1.39M | Hold |
16,556
| – | – | 0.32% | 38 |
|
|
2021
Q3 | $1.22M | Hold |
16,556
| – | – | 0.37% | 37 |
|
|
2021
Q2 | $1.2M | Hold |
16,556
| – | – | 0.38% | 37 |
|
|
2021
Q1 | $1.08M | Hold |
16,556
| – | – | 0.35% | 36 |
|
|
2020
Q4 | $1.06M | Hold |
16,556
| – | – | 0.37% | 39 |
|
|
2020
Q3 | $956K | Hold |
16,556
| – | – | 0.45% | 30 |
|
|
2020
Q2 | $859K | Hold |
16,556
| – | – | 0.49% | 27 |
|
|
2020
Q1 | $683K | Hold |
16,556
| – | – | 0.57% | 27 |
|
|
2019
Q4 | $801K | Hold |
16,556
| – | – | 0.5% | 23 |
|
|
2019
Q3 | $745K | Hold |
16,556
| – | – | 0.61% | 23 |
|
|
2019
Q2 | $742K | Buy |
+16,556
| New | +$742K | 0.59% | 21 |
|