Marietta Wealth Management’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 | $2.17M | Hold |
19,742
| – | – | 0.28% | 80 |
|
|
2025
Q1 | $1.83M | Hold |
19,742
| – | – | 0.27% | 81 |
|
|
2024
Q4 | $2M | Sell |
19,742
-192
| -1% | -$19.5K | 0.29% | 79 |
|
|
2024
Q3 | $1.91M | Sell |
19,934
-4
| -0% | -$383 | 0.28% | 81 |
|
|
2024
Q2 | $1.85M | Sell |
19,938
-4,384
| -18% | -$406K | 0.29% | 80 |
|
|
2024
Q1 | $2.05M | Buy |
24,322
+245
| +1% | +$20.7K | 0.34% | 81 |
|
|
2023
Q4 | $1.81M | Hold |
24,077
| – | – | 0.32% | 82 |
|
|
2023
Q3 | $1.65M | Hold |
24,077
| – | – | 0.33% | 83 |
|
|
2023
Q2 | $1.7M | Sell |
24,077
-151
| -0.6% | -$10.6K | 0.32% | 85 |
|
|
2023
Q1 | $1.55M | Hold |
24,228
| – | – | 0.33% | 84 |
|
|
2022
Q4 | $1.42M | Hold |
24,228
| – | – | 0.32% | 86 |
|
|
2022
Q3 | $1.4M | Hold |
24,228
| – | – | 0.35% | 80 |
|
|
2022
Q2 | $1.46M | Hold |
24,228
| – | – | 0.35% | 83 |
|
|
2022
Q1 | $1.85M | Hold |
24,228
| – | – | 0.39% | 81 |
|
|
2021
Q4 | $2.03M | Hold |
24,228
| – | – | 0.41% | 81 |
|
|
2021
Q3 | $1.79M | Hold |
24,228
| – | – | 0.39% | 82 |
|
|
2021
Q2 | $1.76M | Sell |
24,228
-436
| -2% | -$31.7K | 0.4% | 82 |
|
|
2021
Q1 | $1.61M | Buy |
+24,664
| New | +$1.61M | 0.4% | 83 |
|