MKT Advisors’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 | $1.32M | Hold |
12,077
| – | – | 0.52% | 32 |
|
|
2025
Q1 | $1.02M | Hold |
12,077
| – | – | 0.48% | 33 |
|
|
2024
Q4 | $1.25M | Sell |
12,077
-100
| -0.8% | -$10.4K | 0.55% | 30 |
|
|
2024
Q3 | $1.15M | Hold |
12,177
| – | – | 0.54% | 31 |
|
|
2024
Q2 | $1.17M | Hold |
12,177
| – | – | 0.58% | 27 |
|
|
2024
Q1 | $1.02M | Sell |
12,177
-1,563
| -11% | -$131K | 0.56% | 31 |
|
|
2023
Q4 | $1M | Sell |
13,740
-236
| -2% | -$17.2K | 0.66% | 29 |
|
|
2023
Q3 | $961K | Buy |
13,976
+411
| +3% | +$28.2K | 0.73% | 22 |
|
|
2023
Q2 | $984K | Hold |
13,565
| – | – | 0.69% | 24 |
|
|
2023
Q1 | $866K | Sell |
13,565
-155
| -1% | -$9.89K | 0.65% | 30 |
|
|
2022
Q4 | $819K | Sell |
13,720
-39
| -0.3% | -$2.33K | 0.62% | 36 |
|
|
2022
Q3 | $796K | Buy |
13,759
+207
| +2% | +$12K | 0.69% | 31 |
|
|
2022
Q2 | $844K | Buy |
13,552
+878
| +7% | +$54.7K | 0.66% | 32 |
|
|
2022
Q1 | $806K | Sell |
12,674
-50
| -0.4% | -$3.18K | 0.61% | 34 |
|
|
2021
Q4 | $926K | Buy |
+12,724
| New | +$926K | 0.73% | 25 |
|