Oakwell Private Wealth Management’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 | $577K | Hold |
5,240
| – | – | 0.13% | 49 |
|
|
2025
Q1 | $486K | Hold |
5,240
| – | – | 0.13% | 49 |
|
|
2024
Q4 | $532K | Hold |
5,240
| – | – | 0.15% | 44 |
|
|
2024
Q3 | $502K | Sell |
5,240
-564
| -10% | -$54K | 0.14% | 45 |
|
|
2024
Q2 | $537K | Buy |
5,804
+100
| +2% | +$9.25K | 0.15% | 46 |
|
|
2024
Q1 | $482K | Hold |
5,704
| – | – | 0.15% | 44 |
|
|
2023
Q4 | $428K | Hold |
5,704
| – | – | 0.15% | 43 |
|
|
2023
Q3 | $390K | Hold |
5,704
| – | – | 0.17% | 44 |
|
|
2023
Q2 | $402K | Hold |
5,704
| – | – | 0.17% | 44 |
|
|
2023
Q1 | $364K | Hold |
5,704
| – | – | 0.17% | 45 |
|
|
2022
Q4 | $334K | Hold |
5,704
| – | – | 0.16% | 45 |
|
|
2022
Q3 | $330K | Hold |
5,704
| – | – | 0.18% | 49 |
|
|
2022
Q2 | $344K | Hold |
5,704
| – | – | 0.2% | 46 |
|
|
2022
Q1 | $436K | Hold |
5,704
| – | – | 0.22% | 42 |
|
|
2021
Q4 | $477K | Hold |
5,704
| – | – | 0.24% | 41 |
|
|
2021
Q3 | $422K | Sell |
5,704
-160
| -3% | -$11.8K | 0.23% | 46 |
|
|
2021
Q2 | $426K | Buy |
5,864
+564
| +11% | +$41K | 0.27% | 47 |
|
|
2021
Q1 | $345K | Hold |
5,300
| – | – | 0.24% | 48 |
|
|
2020
Q4 | $338K | Buy |
+5,300
| New | +$338K | 0.27% | 49 |
|