Mendel Money 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
Q1 | – | Sell |
-5,306
| Closed | -$539K | – | 141 |
|
|
2024
Q4 | $539K | Buy |
5,306
+296
| +6% | +$30.1K | 0.24% | 90 |
|
|
2024
Q3 | $480K | Hold |
5,010
| – | – | 0.21% | 103 |
|
|
2024
Q2 | $464K | Sell |
5,010
-150
| -3% | -$13.9K | 0.22% | 94 |
|
|
2024
Q1 | $436K | Hold |
5,160
| – | – | 0.2% | 99 |
|
|
2023
Q4 | $388K | Hold |
5,160
| – | – | 0.19% | 104 |
|
|
2023
Q3 | $353K | Hold |
5,160
| – | – | 0.19% | 100 |
|
|
2023
Q2 | $364K | Hold |
5,160
| – | – | 0.19% | 99 |
|
|
2023
Q1 | $330K | Hold |
5,160
| – | – | 0.18% | 101 |
|
|
2022
Q4 | $302K | Buy |
+5,160
| New | +$302K | 0.17% | 103 |
|