MOTCO’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 | $105K | Hold |
920
| – | – | 0.01% | 254 |
|
|
2025
Q1 | $85.4K | Hold |
920
| – | – | 0.01% | 247 |
|
|
2024
Q4 | $93.4K | Hold |
920
| – | – | 0.01% | 239 |
|
|
2024
Q3 | $88.1K | Hold |
920
| – | – | 0.01% | 272 |
|
|
2024
Q2 | $85.1K | Hold |
920
| – | – | 0.01% | 353 |
|
|
2024
Q1 | $77.7K | Hold |
920
| – | – | ﹤0.01% | 361 |
|
|
2023
Q4 | $69.1K | Hold |
920
| – | – | ﹤0.01% | 326 |
|
|
2023
Q3 | $62.9K | Sell |
920
-126
| -12% | -$8.62K | ﹤0.01% | 339 |
|
|
2023
Q2 | $73.7K | Hold |
1,046
| – | – | ﹤0.01% | 315 |
|
|
2023
Q1 | $66.8K | Buy |
1,046
+126
| +14% | +$8.05K | ﹤0.01% | 308 |
|
|
2022
Q4 | $53.8K | Hold |
920
| – | – | ﹤0.01% | 335 |
|
|
2022
Q3 | $53K | Hold |
920
| – | – | ﹤0.01% | 349 |
|
|
2022
Q2 | $56K | Hold |
920
| – | – | ﹤0.01% | 347 |
|
|
2022
Q1 | $70K | Hold |
920
| – | – | ﹤0.01% | 324 |
|
|
2021
Q4 | $77K | Hold |
920
| – | – | ﹤0.01% | 311 |
|
|
2021
Q3 | $68K | Hold |
920
| – | – | ﹤0.01% | 325 |
|
|
2021
Q2 | $67K | Hold |
920
| – | – | ﹤0.01% | 333 |
|
|
2021
Q1 | $60K | Hold |
920
| – | – | ﹤0.01% | 330 |
|
|
2020
Q4 | $59K | Hold |
920
| – | – | ﹤0.01% | 344 |
|
|
2020
Q3 | $53K | Hold |
920
| – | – | ﹤0.01% | 337 |
|
|
2020
Q2 | $48K | Hold |
920
| – | – | ﹤0.01% | 324 |
|
|
2020
Q1 | $38K | Hold |
920
| – | – | ﹤0.01% | 324 |
|
|
2019
Q4 | $45K | Buy |
+920
| New | +$45K | ﹤0.01% | 331 |
|