Moneywise Inc’s iShares S&P 500 Growth ETF IVW Stock Holding History

Moneywise Inc’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$991K	Sell	9,002 -62,506	-87%	-$6.88M	0.46%	36
2025 Q1	$6.64M	Buy	71,508 +3,235	+5%	+$300K	3.51%	9
2024 Q4	$6.93M	Buy	68,273 +6,654	+11%	+$676K	3.48%	9
2024 Q3	$5.9M	Buy	61,619 +20,319	+49%	+$1.95M	2.9%	12
2024 Q2	$3.82M	Buy	41,300 +15,053	+57%	+$1.39M	2.02%	15
2024 Q1	$2.22M	Buy	26,247 +15,301	+140%	+$1.29M	1.2%	20
2023 Q4	$822K	Buy	10,946 +4,544	+71%	+$341K	0.47%	29
2023 Q3	$438K	Buy	6,402 +718	+13%	+$49.1K	0.27%	32
2023 Q2	$401K	Buy	5,684 +20	+0.4%	+$1.41K	0.25%	35
2023 Q1	$362K	Buy	5,664 +15	+0.3%	+$958	0.23%	37
2022 Q4	$330K	Buy	5,649 +11	+0.2%	+$644	0.25%	35
2022 Q3	$326K	Buy	5,638 +13	+0.2%	+$752	0.27%	38
2022 Q2	$339K	Buy	5,625 +8	+0.1%	+$482	0.26%	35
2022 Q1	$429K	Buy	5,617 +9	+0.2%	+$687	0.28%	32
2021 Q4	$469K	Buy	5,608 +5	+0.1%	+$418	0.3%	33
2021 Q3	$414K	Sell	5,603 -71	-1%	-$5.25K	0.27%	34
2021 Q2	$413K	Buy	5,674 +6	+0.1%	+$437	0.28%	36
2021 Q1	$369K	Buy	5,668 +7	+0.1%	+$456	0.25%	38
2020 Q4	$361K	Buy	5,661 +13	+0.2%	+$829	0.26%	38
2020 Q3	$326K	Buy	5,648 +12	+0.2%	+$693	0.26%	37
2020 Q2	$292K	Buy	5,636 +8	+0.1%	+$414	0.23%	38
2020 Q1	$232K	Buy	5,628 +16	+0.3%	+$660	0.2%	38
2019 Q4	$253K	Sell	5,612 -312	-5%	-$14.1K	0.19%	33
2019 Q3	$267K	Buy	5,924 +16	+0.3%	+$721	0.22%	32
2019 Q2	$265K	Buy	5,908 +192	+3%	+$8.61K	0.2%	32
2019 Q1	$222K	Sell	5,716 -156	-3%	-$6.06K	0.19%	35
2018 Q4	$221K	Buy	5,872 +28	+0.5%	+$1.05K	0.21%	34
2018 Q3	$259K	Buy	5,844 +16	+0.3%	+$709	0.22%	32
2018 Q2	$237K	Buy	5,828 +112	+2%	+$4.56K	0.2%	36
2018 Q1	$222K	Sell	5,716 -388	-6%	-$15.1K	0.18%	36
2017 Q4	$233K	Buy	6,104 +16	+0.3%	+$611	0.17%	32
2017 Q3	$218K	Buy	6,088 +20	+0.3%	+$716	0.17%	32
2017 Q2	$208K	Sell	6,068 -284	-4%	-$9.74K	0.18%	35
2017 Q1	$209K	Buy	+6,352	New	+$209K	0.19%	33