Lowe Brockenbrough & Co’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 | $5.58M | Sell |
50,650
-7,051
| -12% | -$776K | 0.31% | 78 |
|
|
2025
Q1 | $5.36M | Sell |
57,701
-100
| -0.2% | -$9.28K | 0.35% | 76 |
|
|
2024
Q4 | $5.87M | Sell |
57,801
-6,242
| -10% | -$634K | 0.38% | 69 |
|
|
2024
Q3 | $6.13M | Buy |
64,043
+19,989
| +45% | +$1.91M | 0.39% | 69 |
|
|
2024
Q2 | $4.08M | Sell |
44,054
-1,076
| -2% | -$99.6K | 0.27% | 90 |
|
|
2024
Q1 | $3.81M | Sell |
45,130
-20,550
| -31% | -$1.74M | 0.26% | 91 |
|
|
2023
Q4 | $4.93M | Sell |
65,680
-6,918
| -10% | -$520K | 0.38% | 74 |
|
|
2023
Q3 | $4.98M | Hold |
72,598
| – | – | 0.39% | 73 |
|
|
2023
Q2 | $5.12M | Hold |
72,598
| – | – | 0.39% | 74 |
|
|
2023
Q1 | $4.64M | Sell |
72,598
-215
| -0.3% | -$13.7K | 0.38% | 76 |
|
|
2022
Q4 | $4.26M | Buy |
72,813
+1,837
| +3% | +$107K | 0.37% | 77 |
|
|
2022
Q3 | $4.11M | Hold |
70,976
| – | – | 0.4% | 75 |
|
|
2022
Q2 | $4.28M | Sell |
70,976
-2,765
| -4% | -$167K | 0.37% | 78 |
|
|
2022
Q1 | $5.63M | Sell |
73,741
-814
| -1% | -$62.2K | 0.42% | 72 |
|
|
2021
Q4 | $6.24M | Buy |
74,555
+64
| +0.1% | +$5.36K | 0.46% | 66 |
|
|
2021
Q3 | $5.51M | Buy |
74,491
+30
| +0% | +$2.22K | 0.43% | 71 |
|
|
2021
Q2 | $5.42M | Sell |
74,461
-1,905
| -2% | -$139K | 0.49% | 62 |
|
|
2021
Q1 | $4.97M | Buy |
76,366
+489
| +0.6% | +$31.8K | 0.48% | 63 |
|
|
2020
Q4 | $4.84M | Sell |
75,877
-3,899
| -5% | -$249K | 0.52% | 62 |
|
|
2020
Q3 | $4.61M | Sell |
79,776
-204
| -0.3% | -$11.8K | 0.57% | 59 |
|
|
2020
Q2 | $4.15M | Buy |
79,980
+1,100
| +1% | +$57.1K | 0.56% | 60 |
|
|
2020
Q1 | $3.26M | Buy |
78,880
+9,628
| +14% | +$397K | 0.54% | 64 |
|
|
2019
Q4 | $3.35M | Buy |
69,252
+672
| +1% | +$32.5K | 0.42% | 72 |
|
|
2019
Q3 | $3.09M | Buy |
68,580
+8,956
| +15% | +$403K | 0.41% | 73 |
|
|
2019
Q2 | $2.67M | Buy |
59,624
+4,372
| +8% | +$196K | 0.36% | 81 |
|
|
2019
Q1 | $2.38M | Buy |
55,252
+20,420
| +59% | +$880K | 0.33% | 86 |
|
|
2018
Q4 | $1.31M | Buy |
34,832
+29,524
| +556% | +$1.11M | 0.21% | 110 |
|
|
2018
Q3 | $235K | Buy |
+5,308
| New | +$235K | 0.03% | 192 |
|