Oxler Private Wealth’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 | $743K | Buy |
6,748
+5
| +0.1% | +$551 | 0.23% | 52 |
|
|
2025
Q1 | $626K | Buy |
6,743
+6
| +0.1% | +$557 | 0.22% | 55 |
|
|
2024
Q4 | $684K | Buy |
6,737
+7
| +0.1% | +$711 | 0.22% | 56 |
|
|
2024
Q3 | $644K | Buy |
6,730
+7
| +0.1% | +$670 | 0.22% | 55 |
|
|
2024
Q2 | $622K | Buy |
6,723
+4
| +0.1% | +$370 | 0.23% | 56 |
|
|
2024
Q1 | $567K | Buy |
6,719
+5
| +0.1% | +$422 | 0.22% | 58 |
|
|
2023
Q4 | $504K | Buy |
6,714
+32
| +0.5% | +$2.4K | 0.42% | 43 |
|
|
2023
Q3 | $457K | Sell |
6,682
-2
| -0% | -$137 | 0.23% | 72 |
|
|
2023
Q2 | $471K | Buy |
6,684
+11
| +0.2% | +$775 | 0.22% | 72 |
|
|
2023
Q1 | $426K | Buy |
6,673
+15
| +0.2% | +$958 | 0.21% | 74 |
|
|
2022
Q4 | $389K | Buy |
6,658
+13
| +0.2% | +$760 | 0.21% | 78 |
|
|
2022
Q3 | $449K | Buy |
6,645
+12
| +0.2% | +$812 | 0.25% | 73 |
|
|
2022
Q2 | $400K | Buy |
6,633
+22
| +0.3% | +$1.33K | 0.19% | 83 |
|
|
2022
Q1 | $504K | Hold |
6,611
| – | – | 0.23% | 81 |
|
|
2021
Q4 | $553K | Buy |
6,611
+7
| +0.1% | +$586 | 0.23% | 87 |
|
|
2021
Q3 | $488K | Hold |
6,604
| – | – | 0.22% | 94 |
|
|
2021
Q2 | $480K | Hold |
6,604
| – | – | 0.21% | 98 |
|
|
2021
Q1 | $429K | Hold |
6,604
| – | – | 0.22% | 91 |
|
|
2020
Q4 | $421K | Buy |
+6,604
| New | +$421K | 0.24% | 75 |
|