Main Street Financial Solutions’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
$490K Sell
4,448
-2
-0% -$220 0.04% 362
2025
Q1
$413K Sell
4,450
-5
-0.1% -$464 0.04% 350
2024
Q4
$452K Buy
4,455
+180
+4% +$18.3K 0.04% 305
2024
Q3
$409K Hold
4,275
0.04% 350
2024
Q2
$396K Hold
4,275
0.04% 368
2024
Q1
$361K Hold
4,275
0.04% 377
2023
Q4
$321K Hold
4,275
0.04% 352
2023
Q3
$292K Sell
4,275
-24
-0.6% -$1.64K 0.04% 354
2023
Q2
$303K Hold
4,299
0.04% 350
2023
Q1
$275K Hold
4,299
0.04% 367
2022
Q4
$251K Hold
4,299
0.04% 370
2022
Q3
$249K Buy
4,299
+24
+0.6% +$1.39K 0.04% 366
2022
Q2
$258K Sell
4,275
-1,756
-29% -$106K 0.03% 374
2022
Q1
$461K Sell
6,031
-512
-8% -$39.1K 0.07% 266
2021
Q4
$547K Sell
6,543
-150
-2% -$12.5K 0.08% 253
2021
Q3
$495K Buy
6,693
+2,049
+44% +$152K 0.08% 258
2021
Q2
$338K Sell
4,644
-50
-1% -$3.64K 0.05% 329
2021
Q1
$306K Sell
4,694
-54
-1% -$3.52K 0.05% 321
2020
Q4
$303K Buy
+4,748
New +$303K 0.06% 291