Murphy Middleton Hinkle & Parker’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 | $1.07M | Hold |
11,560
| – | – | 0.6% | 49 |
|
|
2025
Q1 | $1.07M | Buy |
11,560
+5
| +0% | +$464 | 0.6% | 49 |
|
|
2024
Q4 | $1.17M | Buy |
11,555
+5
| +0% | +$508 | 0.66% | 44 |
|
|
2024
Q3 | $1.11M | Buy |
11,550
+157
| +1% | +$15K | 0.6% | 52 |
|
|
2024
Q2 | $1.05M | Sell |
11,393
-398
| -3% | -$36.8K | 0.61% | 55 |
|
|
2024
Q1 | $996K | Buy |
11,791
+342
| +3% | +$28.9K | 0.58% | 55 |
|
|
2023
Q4 | $860K | Buy |
11,449
+29
| +0.3% | +$2.18K | 0.53% | 60 |
|
|
2023
Q3 | $781K | Hold |
11,420
| – | – | 0.5% | 59 |
|
|
2023
Q2 | $805K | Buy |
11,420
+10
| +0.1% | +$705 | 0.5% | 60 |
|
|
2023
Q1 | $729K | Buy |
11,410
+14
| +0.1% | +$894 | 0.45% | 67 |
|
|
2022
Q4 | $667K | Buy |
11,396
+15
| +0.1% | +$877 | 0.42% | 72 |
|
|
2022
Q3 | $658K | Buy |
11,381
+8
| +0.1% | +$463 | 0.46% | 70 |
|
|
2022
Q2 | $686K | Buy |
11,373
+8
| +0.1% | +$483 | 0.44% | 73 |
|
|
2022
Q1 | $868K | Buy |
11,365
+8
| +0.1% | +$611 | 0.47% | 70 |
|
|
2021
Q4 | $950K | Buy |
11,357
+8
| +0.1% | +$669 | 0.51% | 59 |
|
|
2021
Q3 | $839K | Buy |
11,349
+4
| +0% | +$296 | 0.49% | 66 |
|
|
2021
Q2 | $825K | Buy |
11,345
+8
| +0.1% | +$582 | 0.46% | 69 |
|
|
2021
Q1 | $738K | Buy |
11,337
+5
| +0% | +$325 | 0.43% | 72 |
|
|
2020
Q4 | $723K | Buy |
11,332
+84
| +0.7% | +$5.36K | 0.48% | 64 |
|
|
2020
Q3 | $650K | Buy |
11,248
+12
| +0.1% | +$693 | 0.48% | 67 |
|
|
2020
Q2 | $583K | Buy |
11,236
+24
| +0.2% | +$1.25K | 0.43% | 74 |
|
|
2020
Q1 | $463K | Hold |
11,212
| – | – | 0.41% | 75 |
|
|
2019
Q4 | $543K | Buy |
11,212
+44
| +0.4% | +$2.13K | 0.36% | 77 |
|
|
2019
Q3 | $503K | Hold |
11,168
| – | – | 0.36% | 77 |
|
|
2019
Q2 | $500K | Buy |
11,168
+20
| +0.2% | +$895 | 0.36% | 79 |
|
|
2019
Q1 | $480K | Buy |
11,148
+536
| +5% | +$23.1K | 0.33% | 77 |
|
|
2018
Q4 | $400K | Buy |
10,612
+2,464
| +30% | +$92.9K | 0.31% | 82 |
|
|
2018
Q3 | $361K | Buy |
8,148
+1,052
| +15% | +$46.6K | 0.26% | 95 |
|
|
2018
Q2 | $289K | Hold |
7,096
| – | – | 0.22% | 104 |
|
|
2018
Q1 | $275K | Buy |
7,096
+8
| +0.1% | +$310 | 0.21% | 105 |
|
|
2017
Q4 | $271K | Buy |
+7,088
| New | +$271K | 0.2% | 107 |
|