LPWM LLC’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 | $2.1M | Sell |
19,058
-453
| -2% | -$49.9K | 0.61% | 26 |
|
|
2025
Q1 | $1.81M | Sell |
19,511
-206
| -1% | -$19.1K | 0.58% | 27 |
|
|
2024
Q4 | $2M | Sell |
19,717
-198
| -1% | -$20.1K | 0.64% | 26 |
|
|
2024
Q3 | $1.88M | Sell |
19,915
-2,768
| -12% | -$262K | 0.62% | 27 |
|
|
2024
Q2 | $2.18M | Buy |
22,683
+193
| +0.9% | +$18.5K | 0.75% | 27 |
|
|
2024
Q1 | $1.88M | Buy |
22,490
+380
| +2% | +$31.8K | 0.69% | 27 |
|
|
2023
Q4 | $1.61M | Buy |
22,110
+1,018
| +5% | +$74.3K | 0.64% | 27 |
|
|
2023
Q3 | $1.45M | Buy |
21,092
+4,582
| +28% | +$315K | 0.65% | 26 |
|
|
2023
Q2 | $1.16M | Buy |
16,510
+3,254
| +25% | +$229K | 0.51% | 29 |
|
|
2023
Q1 | $847K | Buy |
13,256
+1,594
| +14% | +$102K | 0.41% | 31 |
|
|
2022
Q4 | $687K | Buy |
11,662
+904
| +8% | +$53.2K | 0.37% | 30 |
|
|
2022
Q3 | $622K | Sell |
10,758
-3,136
| -23% | -$181K | 0.37% | 33 |
|
|
2022
Q2 | $881K | Sell |
13,894
-331
| -2% | -$21K | 0.49% | 29 |
|
|
2022
Q1 | $1.07M | Buy |
14,225
+831
| +6% | +$62.5K | 0.53% | 28 |
|
|
2021
Q4 | $1.12M | Buy |
13,394
+921
| +7% | +$77.1K | 0.59% | 23 |
|
|
2021
Q3 | $932K | Buy |
12,473
+980
| +9% | +$73.2K | 0.55% | 22 |
|
|
2021
Q2 | $857K | Buy |
11,493
+1,165
| +11% | +$86.9K | 0.51% | 24 |
|
|
2021
Q1 | $682K | Buy |
10,328
+511
| +5% | +$33.7K | 0.46% | 28 |
|
|
2020
Q4 | $627K | Buy |
9,817
+2,257
| +30% | +$144K | 0.47% | 28 |
|
|
2020
Q3 | $441K | Buy |
7,560
+904
| +14% | +$52.7K | 0.36% | 31 |
|
|
2020
Q2 | $345K | Buy |
+6,656
| New | +$345K | 0.31% | 35 |
|