LFG
Larson Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
3,950
+34
| +0.9% | +$3.74K | 0.02% | 466 |
|
|
2025
Q1 | $363K | Buy |
3,916
+34
| +0.9% | +$3.16K | 0.02% | 475 |
|
|
2024
Q4 | $394K | Sell |
3,882
-4,363
| -53% | -$443K | 0.02% | 408 |
|
|
2024
Q3 | $789K | Sell |
8,245
-18,671
| -69% | -$1.79M | 0.04% | 257 |
|
|
2024
Q2 | $2.49M | Buy |
26,916
+130
| +0.5% | +$12K | 0.17% | 105 |
|
|
2024
Q1 | $2.26M | Buy |
26,786
+23,002
| +608% | +$1.94M | 0.17% | 105 |
|
|
2023
Q4 | $284K | Sell |
3,784
-35,205
| -90% | -$2.64M | 0.02% | 282 |
|
|
2023
Q3 | $2.67M | Sell |
38,989
-3,622
| -9% | -$248K | 0.26% | 69 |
|
|
2023
Q2 | $3M | Sell |
42,611
-1,157
| -3% | -$81.5K | 0.3% | 61 |
|
|
2023
Q1 | $2.8M | Buy |
43,768
+140
| +0.3% | +$8.95K | 0.3% | 59 |
|
|
2022
Q4 | $2.55M | Buy |
43,628
+19,302
| +79% | +$1.13M | 0.31% | 64 |
|
|
2022
Q3 | $1.41M | Buy |
24,326
+19,507
| +405% | +$1.13M | 0.2% | 98 |
|
|
2022
Q2 | $291K | Sell |
4,819
-15
| -0.3% | -$906 | 0.05% | 148 |
|
|
2022
Q1 | $369K | Sell |
4,834
-42,526
| -90% | -$3.25M | 0.06% | 135 |
|
|
2021
Q4 | $3.96M | Buy |
47,360
+46,972
| +12,106% | +$3.93M | 0.63% | 32 |
|
|
2021
Q3 | $29K | Buy |
+388
| New | +$29K | 0.01% | 392 |
|
|
2020
Q2 | – | Sell |
-30
| Closed | -$5K | – | 711 |
|
|
2020
Q1 | $5K | Sell |
30
-70
| -70% | -$11.7K | ﹤0.01% | 367 |
|
|
2019
Q4 | $19K | Buy |
+100
| New | +$19K | 0.01% | 226 |
|