Mutual Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.8M | Buy |
139,521
+3,104
| +2% | +$373K | 0.34% | 48 |
|
|
2025
Q4 | $16.8M | Sell |
136,417
-2,575
| -2% | -$315K | 0.36% | 39 |
|
|
2025
Q3 | $16.9M | Buy |
138,992
+1,139
| +0.8% | +$131K | 0.37% | 38 |
|
|
2025
Q2 | $15.7M | Buy |
137,853
+8,415
| +7% | +$833K | 0.39% | 37 |
|
|
2025
Q1 | $12.2M | Sell |
129,438
-11,980
| -8% | -$1.21M | 0.35% | 46 |
|
|
2024
Q4 | $14.5M | Buy |
141,418
+3,262
| +2% | +$325K | 0.42% | 33 |
|
|
2024
Q3 | $13.4M | Buy |
138,156
+7,827
| +6% | +$723K | 0.39% | 37 |
|
|
2024
Q2 | $11.7M | Buy |
130,329
+10,517
| +9% | +$907K | 0.35% | 45 |
|
|
2024
Q1 | $10.1M | Buy |
119,812
+4,298
| +4% | +$345K | 0.32% | 51 |
|
|
2023
Q4 | $8.68M | Buy |
115,514
+5,765
| +5% | +$410K | 0.3% | 60 |
|
|
2023
Q3 | $7.51M | Buy |
109,749
+4,064
| +4% | +$288K | 0.29% | 64 |
|
|
2023
Q2 | $7.45M | Sell |
105,685
-44,230
| -30% | -$2.92M | 0.28% | 69 |
|
|
2023
Q1 | $9.58M | Buy |
149,915
+52,166
| +53% | +$3.19M | 0.39% | 36 |
|
|
2022
Q4 | $5.72M | Buy |
97,749
+6,308
| +7% | +$379K | 0.26% | 81 |
|
|
2022
Q3 | $5.29M | Sell |
91,441
-66
| -0.1% | -$4.29K | 0.27% | 74 |
|
|
2022
Q2 | $5.52M | Sell |
91,507
-10,171
| -10% | -$673K | 0.37% | 59 |
|
|
2022
Q1 | $7.77M | Sell |
101,678
-98,919
| -49% | -$7.43M | 0.44% | 44 |
|
|
2021
Q4 | $16.8M | Buy |
200,597
+98,836
| +97% | +$7.96M | 0.89% | 11 |
|
|
2021
Q3 | $7.52M | Buy |
101,761
+2,010
| +2% | +$153K | 0.45% | 39 |
|
|
2021
Q2 | $7.25M | Buy |
99,751
+2,204
| +2% | +$153K | 0.43% | 46 |
|
|
2021
Q1 | $6.35M | Sell |
97,547
-75,073
| -43% | -$4.85M | 0.44% | 49 |
|
|
2020
Q4 | $11M | Sell |
172,620
-22,492
| -12% | -$1.36M | 0.82% | 15 |
|
|
2020
Q3 | $11.3M | Sell |
195,112
-38,652
| -17% | -$2.19M | 0.98% | 13 |
|
|
2020
Q2 | $12.1M | Buy |
233,764
+99,436
| +74% | +$4.77M | 1.19% | 11 |
|
|
2020
Q1 | $5.54M | Sell |
134,328
-46,284
| -26% | -$2.19M | 0.75% | 21 |
|
|
2019
Q4 | $8.74M | Sell |
180,612
-7,472
| -4% | -$346K | 0.93% | 20 |
|
|
2019
Q3 | $8.46M | Buy |
188,084
+8,672
| +5% | +$392K | 1.12% | 13 |
|
|
2019
Q2 | $8.04M | Buy |
179,412
+4,508
| +3% | +$198K | 1.04% | 11 |
|
|
2019
Q1 | $7.54M | Sell |
174,904
-1,712
| -1% | -$70.1K | 1.12% | 15 |
|
|
2018
Q4 | $6.65M | Sell |
176,616
-36,076
| -17% | -$1.46M | 1.31% | 10 |
|
|
2018
Q3 | $9.42M | Buy |
212,692
+29,732
| +16% | +$1.28M | 1.43% | 11 |
|
|
2018
Q2 | $7.44M | Buy |
182,960
+31,172
| +21% | +$1.25M | 1.7% | 7 |
|
|
2018
Q1 | $5.88M | Buy |
151,788
+9,044
| +6% | +$361K | 1.49% | 7 |
|
|
2017
Q4 | $5.45M | Buy |
+142,744
| New | +$5.33M | 2.06% | 5 |
|
Other funds holding IVW
