Money Concepts Capital’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 | $2.36M | Sell |
21,474
-699
| -3% | -$77K | 0.16% | 135 |
|
|
2025
Q1 | $2.06M | Sell |
22,173
-4,399
| -17% | -$408K | 0.15% | 142 |
|
|
2024
Q4 | $2.7M | Sell |
26,572
-10,323
| -28% | -$1.05M | 0.2% | 114 |
|
|
2024
Q3 | $3.53M | Buy |
36,895
+10,037
| +37% | +$961K | 0.27% | 81 |
|
|
2024
Q2 | $2.49M | Buy |
26,858
+238
| +0.9% | +$22K | 0.21% | 117 |
|
|
2024
Q1 | $2.25M | Buy |
26,620
+9,828
| +59% | +$830K | 0.21% | 131 |
|
|
2023
Q4 | $1.26M | Sell |
16,792
-3,266
| -16% | -$245K | 0.12% | 188 |
|
|
2023
Q3 | $1.37M | Buy |
20,058
+124
| +0.6% | +$8.48K | 0.14% | 165 |
|
|
2023
Q2 | $1.4M | Buy |
19,934
+5,161
| +35% | +$364K | 0.14% | 164 |
|
|
2023
Q1 | $143K | Sell |
14,773
-7,056
| -32% | -$68.5K | 0.01% | 426 |
|
|
2022
Q4 | $1.28M | Sell |
21,829
-24,911
| -53% | -$1.46M | 0.06% | 255 |
|
|
2022
Q3 | $2.7M | Sell |
46,740
-328
| -0.7% | -$19K | 0.16% | 124 |
|
|
2022
Q2 | $2.86M | Sell |
47,068
-4,031
| -8% | -$245K | 0.25% | 87 |
|
|
2022
Q1 | $3.9M | Sell |
51,099
-2,825
| -5% | -$216K | 0.22% | 96 |
|
|
2021
Q4 | $4.51M | Buy |
+53,924
| New | +$4.51M | 0.38% | 61 |
|
|
2021
Q1 | $3.56M | Buy |
54,636
+37,185
| +213% | +$2.42M | 0.28% | 85 |
|
|
2020
Q4 | $1.11M | Buy |
+17,451
| New | +$1.11M | 0.1% | 170 |
|