LIA
LBMC Investment Advisors’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 | $14.1M | Sell |
128,432
-4,743
| -4% | -$522K | 1.01% | 18 |
|
|
2025
Q1 | $12.4M | Sell |
133,175
-8,132
| -6% | -$755K | 0.97% | 18 |
|
|
2024
Q4 | $14.3M | Sell |
141,307
-1,172
| -0.8% | -$119K | 1.13% | 13 |
|
|
2024
Q3 | $13.6M | Sell |
142,479
-241
| -0.2% | -$23.1K | 1.08% | 15 |
|
|
2024
Q2 | $13.2M | Sell |
142,720
-418
| -0.3% | -$38.7K | 1.15% | 15 |
|
|
2024
Q1 | $12.1M | Buy |
143,138
+7,210
| +5% | +$609K | 1.05% | 15 |
|
|
2023
Q4 | $10.2M | Sell |
135,928
-275
| -0.2% | -$20.7K | 0.97% | 16 |
|
|
2023
Q3 | $9.24M | Sell |
136,203
-2,370
| -2% | -$161K | 0.98% | 15 |
|
|
2023
Q2 | $9.77M | Sell |
138,573
-677
| -0.5% | -$47.7K | 0.96% | 18 |
|
|
2023
Q1 | $8.9M | Sell |
139,250
-4,594
| -3% | -$294K | 0.9% | 19 |
|
|
2022
Q4 | $8.41M | Buy |
143,844
+4,648
| +3% | +$272K | 0.89% | 19 |
|
|
2022
Q3 | $8.05M | Buy |
139,196
+1,790
| +1% | +$104K | 0.93% | 19 |
|
|
2022
Q2 | $8.29M | Buy |
137,406
+21,729
| +19% | +$1.31M | 0.9% | 18 |
|
|
2022
Q1 | $8.84M | Buy |
115,677
+757
| +0.7% | +$57.8K | 0.78% | 21 |
|
|
2021
Q4 | $9.62M | Buy |
114,920
+112,892
| +5,567% | +$9.45M | 0.83% | 21 |
|
|
2021
Q3 | $8.57K | Sell |
2,028
-114,411
| -98% | -$483K | 0.8% | 21 |
|
|
2021
Q2 | $8.47M | Sell |
116,439
-3,959
| -3% | -$288K | 0.81% | 19 |
|
|
2021
Q1 | $7.84M | Sell |
120,398
-350
| -0.3% | -$22.8K | 0.83% | 18 |
|
|
2020
Q4 | $7.71M | Buy |
120,748
+89,507
| +287% | +$5.71M | 0.91% | 17 |
|
|
2020
Q3 | $7.22M | Sell |
31,241
-196
| -0.6% | -$45.3K | 1% | 16 |
|
|
2020
Q2 | $6.52M | Sell |
31,437
-198
| -0.6% | -$41.1K | 1.03% | 14 |
|
|
2020
Q1 | $5.22M | Sell |
31,635
-1,612
| -5% | -$266K | 0.97% | 13 |
|
|
2019
Q4 | $6.44M | Buy |
33,247
+18
| +0.1% | +$3.49K | 0.91% | 13 |
|
|
2019
Q3 | $5.98M | Sell |
33,229
-3,550
| -10% | -$639K | 0.91% | 13 |
|
|
2019
Q2 | $6.59M | Sell |
36,779
-1,559
| -4% | -$279K | 1% | 13 |
|
|
2019
Q1 | $6.61M | Sell |
38,338
-2,783
| -7% | -$480K | 1.05% | 13 |
|
|
2018
Q4 | $6.2M | Sell |
41,121
-76
| -0.2% | -$11.5K | 1.14% | 13 |
|
|
2018
Q3 | $7.3M | Buy |
41,197
+96
| +0.2% | +$17K | 1.16% | 13 |
|
|
2018
Q2 | $6.68M | Sell |
41,101
-128
| -0.3% | -$20.8K | 1.1% | 13 |
|
|
2018
Q1 | $6.39M | Sell |
41,229
-7,667
| -16% | -$1.19M | 1.11% | 13 |
|
|
2017
Q4 | $7.47M | Buy |
48,896
+244
| +0.5% | +$37.3K | 1.22% | 12 |
|
|
2017
Q3 | $6.98M | Sell |
48,652
-3,841
| -7% | -$551K | 1.2% | 12 |
|
|
2017
Q2 | $7.18M | Sell |
52,493
-50
| -0.1% | -$6.84K | 1.26% | 13 |
|
|
2017
Q1 | $6.91M | Sell |
52,543
-883
| -2% | -$116K | 1.24% | 12 |
|
|
2016
Q4 | $6.51M | Sell |
53,426
-170
| -0.3% | -$20.7K | 1.22% | 11 |
|
|
2016
Q3 | $6.52M | Sell |
53,596
-8,910
| -14% | -$1.08M | 1.25% | 12 |
|
|
2016
Q2 | $7.29M | Sell |
62,506
-3,932
| -6% | -$458K | 1.46% | 11 |
|
|
2016
Q1 | $7.7M | Sell |
66,438
-89
| -0.1% | -$10.3K | 1.59% | 11 |
|
|
2015
Q4 | $7.7M | Buy |
66,527
+130
| +0.2% | +$15.1K | 1.66% | 11 |
|
|
2015
Q3 | $7.16M | Buy |
66,397
+904
| +1% | +$97.5K | 1.62% | 11 |
|
|
2015
Q2 | $7.46M | Sell |
65,493
-411
| -0.6% | -$46.8K | 1.58% | 11 |
|
|
2015
Q1 | $7.51M | Buy |
65,904
+9
| +0% | +$1.03K | 1.68% | 10 |
|
|
2014
Q4 | $7.35M | Buy |
65,895
+8
| +0% | +$893 | 1.71% | 10 |
|
|
2014
Q3 | $7.04M | Buy |
65,887
+1,359
| +2% | +$145K | 1.71% | 11 |
|
|
2014
Q2 | $6.79M | Sell |
64,528
-7,406
| -10% | -$779K | 1.83% | 12 |
|
|
2014
Q1 | $7.18M | Buy |
71,934
+340
| +0.5% | +$33.9K | 1.81% | 11 |
|
|
2013
Q4 | $7.07M | Buy |
71,594
+439
| +0.6% | +$43.4K | 1.85% | 11 |
|
|
2013
Q3 | $6.36M | Sell |
71,155
-1,448
| -2% | -$129K | 1.88% | 12 |
|
|
2013
Q2 | $6.1M | Buy |
+72,603
| New | +$6.1M | 2.12% | 12 |
|