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