LifeSteps Financial’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 | $1.21M | Hold |
11,000
| – | – | 0.83% | 26 |
|
|
2025
Q1 | $1.02M | Sell |
11,000
-736
| -6% | -$68.3K | 0.83% | 26 |
|
|
2024
Q4 | $1.19M | Sell |
11,736
-31
| -0.3% | -$3.15K | 0.91% | 26 |
|
|
2024
Q3 | $1.13M | Hold |
11,767
| – | – | 0.88% | 26 |
|
|
2024
Q2 | $1.09M | Hold |
11,767
| – | – | 0.9% | 25 |
|
|
2024
Q1 | $994K | Hold |
11,767
| – | – | 0.75% | 27 |
|
|
2023
Q4 | $884K | Hold |
11,767
| – | – | 0.78% | 27 |
|
|
2023
Q3 | $805K | Hold |
11,767
| – | – | 0.82% | 27 |
|
|
2023
Q2 | $829K | Hold |
11,767
| – | – | 0.82% | 27 |
|
|
2023
Q1 | $752K | Hold |
11,767
| – | – | 0.8% | 27 |
|
|
2022
Q4 | $688K | Hold |
11,767
| – | – | 0.72% | 30 |
|
|
2022
Q3 | $681K | Hold |
11,767
| – | – | 0.77% | 28 |
|
|
2022
Q2 | $710K | Hold |
11,767
| – | – | 0.74% | 28 |
|
|
2022
Q1 | $899K | Hold |
11,767
| – | – | 0.66% | 32 |
|
|
2021
Q4 | $985K | Hold |
11,767
| – | – | 0.7% | 29 |
|
|
2021
Q3 | $870K | Hold |
11,767
| – | – | 0.67% | 29 |
|
|
2021
Q2 | $856K | Buy |
11,767
+267
| +2% | +$19.4K | 0.66% | 30 |
|
|
2021
Q1 | $749K | Hold |
11,500
| – | – | 0.63% | 29 |
|
|
2020
Q4 | $734K | Hold |
11,500
| – | – | 0.67% | 26 |
|
|
2020
Q3 | $664K | Hold |
11,500
| – | – | 0.7% | 28 |
|
|
2020
Q2 | $597K | Sell |
11,500
-1,076
| -9% | -$55.9K | 0.69% | 29 |
|
|
2020
Q1 | $519K | Hold |
12,576
| – | – | 0.6% | 39 |
|
|
2019
Q4 | $609K | Buy |
+12,576
| New | +$609K | 0.57% | 43 |
|