Ken Fisher’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 | $1.32M | Buy |
11,982
+8,091
| +208% | +$891K | ﹤0.01% | 645 |
|
|
2025
Q1 | $361K | Sell |
3,891
-4,623
| -54% | -$429K | ﹤0.01% | 857 |
|
|
2024
Q4 | $864K | Buy |
+8,514
| New | +$864K | ﹤0.01% | 679 |
|
|
2024
Q3 | – | Sell |
-2,804
| Closed | -$260K | – | 967 |
|
|
2024
Q2 | $260K | Sell |
2,804
-1,375
| -33% | -$127K | ﹤0.01% | 904 |
|
|
2024
Q1 | $353K | Sell |
4,179
-130
| -3% | -$11K | ﹤0.01% | 837 |
|
|
2023
Q4 | $324K | Buy |
4,309
+1,113
| +35% | +$83.6K | ﹤0.01% | 851 |
|
|
2023
Q3 | $219K | Buy |
+3,196
| New | +$219K | ﹤0.01% | 1003 |
|
|
2023
Q2 | – | Sell |
-3,247
| Closed | -$207K | – | 1186 |
|
|
2023
Q1 | $207K | Buy |
+3,247
| New | +$207K | ﹤0.01% | 983 |
|
|
2022
Q3 | – | Sell |
-3,695
| Closed | -$223K | – | 971 |
|
|
2022
Q2 | $223K | Buy |
+3,695
| New | +$223K | ﹤0.01% | 852 |
|
|
2022
Q1 | – | Sell |
-8,046
| Closed | -$673K | – | 980 |
|
|
2021
Q4 | $673K | Buy |
8,046
+4,365
| +119% | +$365K | ﹤0.01% | 702 |
|
|
2021
Q3 | $272K | Sell |
3,681
-3,234
| -47% | -$239K | ﹤0.01% | 821 |
|
|
2021
Q2 | $503K | Sell |
6,915
-1,846
| -21% | -$134K | ﹤0.01% | 720 |
|
|
2021
Q1 | $570K | Buy |
8,761
+4,342
| +98% | +$282K | ﹤0.01% | 686 |
|
|
2020
Q4 | $282K | Buy |
+4,419
| New | +$282K | ﹤0.01% | 806 |
|
|
2020
Q2 | – | Sell |
-5,932
| Closed | -$245K | – | 845 |
|
|
2020
Q1 | $245K | Buy |
+5,932
| New | +$245K | ﹤0.01% | 700 |
|
|
2018
Q4 | – | Sell |
-5,780
| Closed | -$256K | – | 826 |
|
|
2018
Q3 | $256K | Sell |
5,780
-1,176
| -17% | -$52.1K | ﹤0.01% | 733 |
|
|
2018
Q2 | $283K | Buy |
+6,956
| New | +$283K | ﹤0.01% | 713 |
|