McKinley Carter Wealth Services’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 | $910K | Sell |
8,267
-254
| -3% | -$28K | 0.05% | 172 |
|
|
2025
Q1 | $791K | Sell |
8,521
-14
| -0.2% | -$1.3K | 0.05% | 172 |
|
|
2024
Q4 | $867K | Sell |
8,535
-50
| -0.6% | -$5.08K | 0.05% | 165 |
|
|
2024
Q3 | $822K | Sell |
8,585
-1,190
| -12% | -$114K | 0.05% | 173 |
|
|
2024
Q2 | $905K | Buy |
9,775
+766
| +9% | +$70.9K | 0.06% | 165 |
|
|
2024
Q1 | $761K | Sell |
9,009
-53
| -0.6% | -$4.48K | 0.05% | 170 |
|
|
2023
Q4 | $681K | Sell |
9,062
-1,731
| -16% | -$130K | 0.05% | 175 |
|
|
2023
Q3 | $738K | Sell |
10,793
-516
| -5% | -$35.3K | 0.06% | 167 |
|
|
2023
Q2 | $797K | Buy |
11,309
+269
| +2% | +$19K | 0.06% | 165 |
|
|
2023
Q1 | $705K | Buy |
11,040
+89
| +0.8% | +$5.69K | 0.06% | 178 |
|
|
2022
Q4 | $641K | Sell |
10,951
-28
| -0.3% | -$1.64K | 0.05% | 179 |
|
|
2022
Q3 | $635K | Sell |
10,979
-120
| -1% | -$6.94K | 0.06% | 164 |
|
|
2022
Q2 | $670K | Sell |
11,099
-2,560
| -19% | -$155K | 0.06% | 168 |
|
|
2022
Q1 | $1.04M | Sell |
13,659
-304
| -2% | -$23.2K | 0.08% | 146 |
|
|
2021
Q4 | $1.17M | Sell |
13,963
-412
| -3% | -$34.5K | 0.09% | 140 |
|
|
2021
Q3 | $1.06M | Sell |
14,375
-1,367
| -9% | -$101K | 0.09% | 137 |
|
|
2021
Q2 | $1.15M | Buy |
15,742
+947
| +6% | +$68.9K | 0.09% | 136 |
|
|
2021
Q1 | $963K | Sell |
14,795
-321
| -2% | -$20.9K | 0.08% | 145 |
|
|
2020
Q4 | $964K | Buy |
+15,116
| New | +$964K | 0.13% | 130 |
|
|
2020
Q1 | – | Sell |
-2,488
| Closed | -$120K | – | 158 |
|
|
2019
Q4 | $120K | Buy |
+2,488
| New | +$120K | 0.03% | 166 |
|
|
2018
Q2 | – | Sell |
-660
| Closed | -$26K | – | 271 |
|
|
2018
Q1 | $26K | Buy |
+660
| New | +$26K | 0.01% | 310 |
|