Mutual Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Mutual Advisors’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	$15.7M	Buy	137,853 +8,415	+7%	+$958K	0.39%	37
2025 Q1	$12.2M	Sell	129,438 -11,980	-8%	-$1.13M	0.35%	46
2024 Q4	$14.5M	Buy	141,418 +3,262	+2%	+$334K	0.42%	33
2024 Q3	$13.4M	Buy	138,156 +7,827	+6%	+$760K	0.39%	37
2024 Q2	$11.7M	Buy	130,329 +10,517	+9%	+$947K	0.35%	45
2024 Q1	$10.1M	Buy	119,812 +4,298	+4%	+$363K	0.32%	51
2023 Q4	$8.68M	Buy	115,514 +5,765	+5%	+$433K	0.3%	60
2023 Q3	$7.51M	Buy	109,749 +4,064	+4%	+$278K	0.29%	64
2023 Q2	$7.45M	Sell	105,685 -44,230	-30%	-$3.12M	0.28%	69
2023 Q1	$9.58M	Buy	149,915 +52,166	+53%	+$3.33M	0.39%	36
2022 Q4	$5.72M	Buy	97,749 +6,308	+7%	+$369K	0.26%	81
2022 Q3	$5.29M	Sell	91,441 -66	-0.1%	-$3.82K	0.27%	74
2022 Q2	$5.52M	Sell	91,507 -10,171	-10%	-$614K	0.37%	59
2022 Q1	$7.77M	Sell	101,678 -98,919	-49%	-$7.56M	0.43%	44
2021 Q4	$16.8M	Buy	200,597 +98,836	+97%	+$8.27M	0.89%	11
2021 Q3	$7.52M	Buy	101,761 +2,010	+2%	+$149K	0.45%	39
2021 Q2	$7.26M	Buy	99,751 +2,204	+2%	+$160K	0.43%	46
2021 Q1	$6.35M	Sell	97,547 -75,073	-43%	-$4.89M	0.43%	49
2020 Q4	$11M	Sell	172,620 -22,492	-12%	-$1.44M	0.82%	15
2020 Q3	$11.3M	Sell	195,112 -38,652	-17%	-$2.23M	0.98%	13
2020 Q2	$12.1M	Buy	233,764 +99,436	+74%	+$5.16M	1.19%	11
2020 Q1	$5.54M	Sell	134,328 -46,284	-26%	-$1.91M	0.75%	21
2019 Q4	$8.74M	Sell	180,612 -7,472	-4%	-$362K	0.93%	20
2019 Q3	$8.47M	Buy	188,084 +8,672	+5%	+$390K	1.12%	13
2019 Q2	$8.04M	Buy	179,412 +4,508	+3%	+$202K	1.04%	11
2019 Q1	$7.54M	Sell	174,904 -1,712	-1%	-$73.8K	1.12%	15
2018 Q4	$6.65M	Sell	176,616 -36,076	-17%	-$1.36M	1.31%	10
2018 Q3	$9.42M	Buy	212,692 +29,732	+16%	+$1.32M	1.43%	11
2018 Q2	$7.44M	Buy	182,960 +31,172	+21%	+$1.27M	1.7%	7
2018 Q1	$5.88M	Buy	151,788 +9,044	+6%	+$351K	1.49%	7
2017 Q4	$5.45M	Buy	+142,744	New	+$5.45M	2.06%	5