Midwest 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 | $12.2M | Sell |
111,124
-3,831
| -3% | -$422K | 6.43% | 2 |
|
|
2025
Q1 | $10.7M | Buy |
114,955
+3,823
| +3% | +$355K | 6.2% | 2 |
|
|
2024
Q4 | $11.3M | Buy |
111,132
+3,513
| +3% | +$357K | 6.48% | 1 |
|
|
2024
Q3 | $10.3M | Buy |
107,619
+13,066
| +14% | +$1.25M | 6.05% | 2 |
|
|
2024
Q2 | $8.75M | Buy |
94,553
+11,113
| +13% | +$1.03M | 5.57% | 2 |
|
|
2024
Q1 | $7.05M | Buy |
83,440
+31,339
| +60% | +$2.65M | 4.73% | 3 |
|
|
2023
Q4 | $3.91M | Sell |
52,101
-2,600
| -5% | -$195K | 2.92% | 8 |
|
|
2023
Q3 | $3.74M | Buy |
54,701
+1,490
| +3% | +$102K | 3.17% | 8 |
|
|
2023
Q2 | $3.75M | Sell |
53,211
-766
| -1% | -$54K | 3.18% | 8 |
|
|
2023
Q1 | $3.45M | Buy |
+53,977
| New | +$3.45M | 3.18% | 8 |
|