Lowe Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lowe Wealth Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$159K	Hold	1,448	–	–	0.06%	66
2025 Q1	$134K	Hold	1,448	–	–	0.06%	69
2024 Q4	$147K	Hold	1,448	–	–	0.06%	64
2024 Q3	$139K	Sell	1,448 -200	-12%	-$19.2K	0.06%	64
2024 Q2	$153K	Hold	1,648	–	–	0.07%	55
2024 Q1	$139K	Hold	1,648	–	–	0.06%	61
2023 Q4	$124K	Hold	1,648	–	–	0.06%	66
2023 Q3	$113K	Hold	1,648	–	–	0.06%	68
2023 Q2	$116K	Hold	1,648	–	–	0.06%	69
2023 Q1	$105K	Hold	1,648	–	–	0.06%	73
2022 Q4	$96.4K	Hold	1,648	–	–	0.05%	74
2022 Q3	$95K	Hold	1,648	–	–	0.06%	66
2022 Q2	$99K	Hold	1,648	–	–	0.05%	63
2022 Q1	$126K	Hold	1,648	–	–	0.06%	62
2021 Q4	$138K	Hold	1,648	–	–	0.06%	57
2021 Q3	$122K	Sell	1,648 -60	-4%	-$4.44K	0.06%	59
2021 Q2	$124K	Hold	1,708	–	–	0.06%	58
2021 Q1	$111K	Hold	1,708	–	–	0.06%	57
2020 Q4	$109K	Hold	1,708	–	–	0.06%	52
2020 Q3	$99K	Hold	1,708	–	–	0.06%	48
2020 Q2	$89K	Hold	1,708	–	–	0.05%	48
2020 Q1	$70K	Sell	1,708 -400	-19%	-$16.4K	0.05%	48
2019 Q4	$102K	Hold	2,108	–	–	0.06%	44
2019 Q3	$95K	Hold	2,108	–	–	0.06%	44
2019 Q2	$94K	Hold	2,108	–	–	0.06%	44
2019 Q1	$90K	Sell	2,108 -2,900	-58%	-$124K	0.05%	45
2018 Q4	$189K	Hold	5,008	–	–	0.13%	30
2018 Q3	$222K	Hold	5,008	–	–	0.13%	32
2018 Q2	$204K	Hold	5,008	–	–	0.13%	32
2018 Q1	$194K	Hold	5,008	–	–	0.12%	35
2017 Q4	$191K	Hold	5,008	–	–	0.12%	37
2017 Q3	$180K	Hold	5,008	–	–	0.11%	36
2017 Q2	$171K	Hold	5,008	–	–	0.11%	37
2017 Q1	$165K	Sell	5,008 -800	-14%	-$26.4K	0.11%	36
2016 Q4	$177K	Buy	5,808 +800	+16%	+$24.4K	0.12%	34
2016 Q3	$152K	Hold	5,008	–	–	0.1%	33
2016 Q2	$146K	Hold	5,008	–	–	0.1%	35
2016 Q1	$145K	Hold	5,008	–	–	0.1%	35
2015 Q4	$145K	Hold	5,008	–	–	0.1%	36
2015 Q3	$135K	Hold	5,008	–	–	0.1%	32
2015 Q2	$143K	Hold	5,008	–	–	0.1%	39
2015 Q1	$143K	Hold	5,008	–	–	0.1%	37
2014 Q4	$140K	Buy	+5,008	New	+$140K	0.1%	34