MONECO 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 | $972K | Sell |
8,832
-825
| -9% | -$90.8K | 0.09% | 195 |
|
|
2025
Q1 | $896K | Sell |
9,657
-646
| -6% | -$60K | 0.09% | 191 |
|
|
2024
Q4 | $1.05M | Buy |
10,303
+123
| +1% | +$12.5K | 0.11% | 175 |
|
|
2024
Q3 | $975K | Sell |
10,180
-140
| -1% | -$13.4K | 0.12% | 160 |
|
|
2024
Q2 | $955K | Buy |
10,320
+34
| +0.3% | +$3.15K | 0.14% | 154 |
|
|
2024
Q1 | $869K | Sell |
10,286
-59
| -0.6% | -$4.98K | 0.14% | 168 |
|
|
2023
Q4 | $777K | Buy |
10,345
+41
| +0.4% | +$3.08K | 0.15% | 163 |
|
|
2023
Q3 | $705K | Hold |
10,304
| – | – | 0.19% | 130 |
|
|
2023
Q2 | $726K | Buy |
10,304
+14
| +0.1% | +$987 | 0.2% | 127 |
|
|
2023
Q1 | $657K | Buy |
10,290
+116
| +1% | +$7.41K | 0.19% | 127 |
|
|
2022
Q4 | $595K | Sell |
10,174
-51
| -0.5% | -$2.98K | 0.22% | 117 |
|
|
2022
Q3 | $592K | Sell |
10,225
-172
| -2% | -$9.96K | 0.24% | 103 |
|
|
2022
Q2 | $627K | Sell |
10,397
-1,035
| -9% | -$62.4K | 0.24% | 98 |
|
|
2022
Q1 | $873K | Buy |
11,432
+12
| +0.1% | +$916 | 0.32% | 69 |
|
|
2021
Q4 | $858K | Sell |
11,420
-485
| -4% | -$36.4K | 0.32% | 76 |
|
|
2021
Q3 | $880K | Sell |
11,905
-1,024
| -8% | -$75.7K | 0.35% | 68 |
|
|
2021
Q2 | $940K | Sell |
12,929
-3,814
| -23% | -$277K | 0.43% | 58 |
|
|
2021
Q1 | $1.09M | Buy |
16,743
+55
| +0.3% | +$3.58K | 0.53% | 46 |
|
|
2020
Q4 | $1.07M | Sell |
16,688
-476
| -3% | -$30.5K | 0.59% | 40 |
|
|
2020
Q3 | $992K | Buy |
17,164
+1,396
| +9% | +$80.7K | 0.63% | 35 |
|
|
2020
Q2 | $818K | Sell |
15,768
-176
| -1% | -$9.13K | 0.64% | 38 |
|
|
2020
Q1 | $658K | Sell |
15,944
-532
| -3% | -$22K | 0.67% | 37 |
|
|
2019
Q4 | $836K | Sell |
16,476
-140
| -0.8% | -$7.1K | 0.59% | 39 |
|
|
2019
Q3 | $748K | Sell |
16,616
-1,108
| -6% | -$49.9K | 0.58% | 38 |
|
|
2019
Q2 | $794K | Sell |
17,724
-744
| -4% | -$33.3K | 0.64% | 36 |
|
|
2019
Q1 | $796K | Buy |
18,468
+72
| +0.4% | +$3.1K | 0.64% | 38 |
|
|
2018
Q4 | $693K | Buy |
+18,396
| New | +$693K | 0.81% | 30 |
|