Little House Capital’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 | $431K | Hold |
3,913
| – | – | 0.11% | 105 |
|
|
2025
Q1 | $363K | Hold |
3,913
| – | – | 0.1% | 119 |
|
|
2024
Q4 | $397K | Sell |
3,913
-5,228
| -57% | -$531K | 0.11% | 95 |
|
|
2024
Q3 | $875K | Hold |
9,141
| – | – | 0.25% | 82 |
|
|
2024
Q2 | $846K | Hold |
9,141
| – | – | 0.26% | 77 |
|
|
2024
Q1 | $772K | Hold |
9,141
| – | – | 0.26% | 85 |
|
|
2023
Q4 | $686K | Hold |
9,141
| – | – | 0.25% | 85 |
|
|
2023
Q3 | $625K | Hold |
9,141
| – | – | 0.26% | 87 |
|
|
2023
Q2 | $644K | Hold |
9,141
| – | – | 0.27% | 84 |
|
|
2023
Q1 | $584K | Hold |
9,141
| – | – | 0.27% | 82 |
|
|
2022
Q4 | $535K | Hold |
9,141
| – | – | 0.26% | 81 |
|
|
2022
Q3 | $529K | Buy |
9,141
+3,913
| +75% | +$226K | 0.28% | 82 |
|
|
2022
Q2 | $316K | Hold |
5,228
| – | – | 0.17% | 99 |
|
|
2022
Q1 | $399K | Sell |
5,228
-800
| -13% | -$61.1K | 0.2% | 111 |
|
|
2021
Q4 | $504K | Hold |
6,028
| – | – | 0.27% | 92 |
|
|
2021
Q3 | $446K | Hold |
6,028
| – | – | 0.26% | 96 |
|
|
2021
Q2 | $438K | Buy |
+6,028
| New | +$438K | 0.24% | 105 |
|
|
2021
Q1 | – | Sell |
-6,028
| Closed | -$384K | – | 126 |
|
|
2020
Q4 | $384K | Sell |
6,028
-400
| -6% | -$25.5K | 0.28% | 77 |
|
|
2020
Q3 | $371K | Sell |
6,428
-2,600
| -29% | -$150K | 0.31% | 74 |
|
|
2020
Q2 | $468K | Sell |
9,028
-6,400
| -41% | -$332K | 0.43% | 62 |
|
|
2020
Q1 | $637K | Sell |
15,428
-2,196
| -12% | -$90.7K | 0.69% | 46 |
|
|
2019
Q4 | $853K | Sell |
17,624
-1,144
| -6% | -$55.4K | 0.74% | 47 |
|
|
2019
Q3 | $845K | Buy |
18,768
+548
| +3% | +$24.7K | 0.64% | 56 |
|
|
2019
Q2 | $837 | Sell |
18,220
-2,420
| -12% | -$111 | 0.56% | 60 |
|
|
2019
Q1 | $889K | Sell |
20,640
-2,800
| -12% | -$121K | 0.67% | 57 |
|
|
2018
Q4 | $883K | Buy |
+23,440
| New | +$883K | 0.85% | 45 |
|