Menard Financial Group’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 | $234K | Hold |
2,129
| – | – | 0.14% | 87 |
|
|
2025
Q1 | $205K | Sell |
2,129
-34
| -2% | -$3.27K | 0.13% | 95 |
|
|
2024
Q4 | $220K | Hold |
2,163
| – | – | 0.13% | 103 |
|
|
2024
Q3 | $207K | Hold |
2,163
| – | – | 0.14% | 108 |
|
|
2024
Q2 | $200K | Buy |
+2,163
| New | +$200K | 0.14% | 105 |
|
|
2023
Q2 | – | Sell |
-4,054
| Closed | -$259K | – | 73 |
|
|
2023
Q1 | $259K | Buy |
+4,054
| New | +$259K | 0.6% | 45 |
|
|
2022
Q4 | – | Sell |
-4,920
| Closed | -$285K | – | 85 |
|
|
2022
Q3 | $285K | Buy |
+4,920
| New | +$285K | 0.52% | 58 |
|