LifePlan Investment Advisors’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 | $3.22M | Sell |
29,277
-813
| -3% | -$89.5K | 1.6% | 25 |
|
|
2025
Q1 | $2.79M | Buy |
30,090
+5,147
| +21% | +$478K | 1.61% | 27 |
|
|
2024
Q4 | $2.53M | Buy |
24,943
+3,579
| +17% | +$363K | 1.57% | 25 |
|
|
2024
Q3 | $2.05M | Buy |
21,364
+764
| +4% | +$73.2K | 1.31% | 27 |
|
|
2024
Q2 | $1.91M | Buy |
20,600
+6,254
| +44% | +$579K | 1.37% | 25 |
|
|
2024
Q1 | $1.21M | Buy |
14,346
+9,334
| +186% | +$788K | 0.97% | 30 |
|
|
2023
Q4 | $376K | Buy |
5,012
+1,090
| +28% | +$81.9K | 0.34% | 48 |
|
|
2023
Q3 | $268K | Buy |
+3,922
| New | +$268K | 0.29% | 54 |
|