MFT
Moisand Fitzgerald Tamayo’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Hold |
3,689
| – | – | 0.05% | 80 |
|
|
2025
Q1 | $342K | Buy |
3,689
+136
| +4% | +$12.6K | 0.05% | 87 |
|
|
2024
Q4 | $361K | Hold |
3,553
| – | – | 0.05% | 82 |
|
|
2024
Q3 | $340K | Hold |
3,553
| – | – | 0.05% | 86 |
|
|
2024
Q2 | $329K | Sell |
3,553
-12
| -0.3% | -$1.11K | 0.05% | 85 |
|
|
2024
Q1 | $301K | Sell |
3,565
-111
| -3% | -$9.37K | 0.05% | 89 |
|
|
2023
Q4 | $276K | Buy |
3,676
+84
| +2% | +$6.31K | 0.05% | 89 |
|
|
2023
Q3 | $246K | Hold |
3,592
| – | – | 0.05% | 87 |
|
|
2023
Q2 | $253K | Sell |
3,592
-29
| -0.8% | -$2.04K | 0.05% | 88 |
|
|
2023
Q1 | $231K | Sell |
3,621
-1
| -0% | -$64 | 0.05% | 91 |
|
|
2022
Q4 | $212K | Sell |
3,622
-220
| -6% | -$12.9K | 0.05% | 98 |
|
|
2022
Q3 | $222K | Buy |
3,842
+186
| +5% | +$10.7K | 0.06% | 89 |
|
|
2022
Q2 | $221K | Buy |
3,656
+2,868
| +364% | +$173K | 0.06% | 91 |
|
|
2022
Q1 | $60K | Sell |
788
-2,868
| -78% | -$218K | 0.03% | 97 |
|
|
2021
Q4 | $306K | Sell |
3,656
-28
| -0.8% | -$2.34K | 0.09% | 75 |
|
|
2021
Q3 | $272K | Hold |
3,684
| – | – | 0.09% | 79 |
|
|
2021
Q2 | $268K | Hold |
3,684
| – | – | 0.1% | 75 |
|
|
2021
Q1 | $240K | Hold |
3,684
| – | – | 0.1% | 73 |
|
|
2020
Q4 | $235K | Buy |
3,684
+2,763
| +300% | +$176K | 0.11% | 73 |
|
|
2020
Q3 | $213K | Sell |
921
-47
| -5% | -$10.9K | 0.11% | 69 |
|
|
2020
Q2 | $201K | Hold |
968
| – | – | 0.11% | 69 |
|
|
2020
Q1 | $160K | Sell |
968
-23
| -2% | -$3.8K | 0.1% | 72 |
|
|
2019
Q4 | $192K | Hold |
991
| – | – | 0.1% | 78 |
|
|
2019
Q3 | $178K | Sell |
991
-12
| -1% | -$2.16K | 0.1% | 79 |
|
|
2019
Q2 | $180K | Sell |
1,003
-22
| -2% | -$3.95K | 0.1% | 77 |
|
|
2019
Q1 | $177K | Hold |
1,025
| – | – | 0.1% | 79 |
|
|
2018
Q4 | $154K | Sell |
1,025
-13
| -1% | -$1.95K | 0.1% | 77 |
|
|
2018
Q3 | $184K | Hold |
1,038
| – | – | 0.1% | 77 |
|
|
2018
Q2 | $169K | Hold |
1,038
| – | – | 0.1% | 78 |
|
|
2018
Q1 | $161K | Sell |
1,038
-180
| -15% | -$27.9K | 0.1% | 82 |
|
|
2017
Q4 | $186K | Hold |
1,218
| – | – | 0.11% | 66 |
|
|
2017
Q3 | $175K | Buy |
+1,218
| New | +$175K | 0.11% | 69 |
|
|
2016
Q2 | – | Sell |
-1,323
| Closed | -$153K | – | 118 |
|
|
2016
Q1 | $153K | Hold |
1,323
| – | – | 0.12% | 60 |
|
|
2015
Q4 | $153K | Buy |
+1,323
| New | +$153K | 0.13% | 59 |
|