May Barnhard Investments’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 | $783K | Buy |
7,109
+3
| +0% | +$330 | 0.37% | 48 |
|
2025
Q1 | $660K | Sell |
7,106
-4,805
| -40% | -$446K | 0.33% | 52 |
|
2024
Q4 | $1.21M | Sell |
11,911
-142
| -1% | -$14.4K | 0.58% | 41 |
|
2024
Q3 | $1.15M | Buy |
12,053
+11
| +0.1% | +$1.05K | 0.56% | 40 |
|
2024
Q2 | $1.11M | Buy |
12,042
+10
| +0.1% | +$925 | 0.58% | 40 |
|
2024
Q1 | $1.02M | Sell |
12,032
-1,220
| -9% | -$103K | 0.51% | 40 |
|
2023
Q4 | $995K | Buy |
+13,252
| New | +$995K | 0.51% | 39 |
|