Partners in Financial Planning’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 | $396K | Buy |
3,592
+2
| +0.1% | +$220 | 0.07% | 82 |
|
|
2025
Q1 | $333K | Sell |
3,590
-250
| -7% | -$23.2K | 0.07% | 82 |
|
|
2024
Q4 | $390K | Sell |
3,840
-951
| -20% | -$96.6K | 0.08% | 75 |
|
|
2024
Q3 | $459K | Sell |
4,791
-192
| -4% | -$18.4K | 0.09% | 68 |
|
|
2024
Q2 | $461K | Sell |
4,983
-245
| -5% | -$22.7K | 0.1% | 68 |
|
|
2024
Q1 | $441K | Buy |
5,228
+730
| +16% | +$61.6K | 0.1% | 69 |
|
|
2023
Q4 | $338K | Sell |
4,498
-1,199
| -21% | -$90K | 0.08% | 74 |
|
|
2023
Q3 | $390K | Sell |
5,697
-203
| -3% | -$13.9K | 0.1% | 66 |
|
|
2023
Q2 | $416K | Sell |
5,900
-259
| -4% | -$18.3K | 0.11% | 64 |
|
|
2023
Q1 | $394K | Sell |
6,159
-191
| -3% | -$12.2K | 0.1% | 65 |
|
|
2022
Q4 | $367K | Sell |
6,350
-82
| -1% | -$4.74K | 0.1% | 66 |
|
|
2022
Q3 | $396K | Sell |
6,432
-79
| -1% | -$4.87K | 0.11% | 62 |
|
|
2022
Q2 | $432K | Sell |
6,511
-152
| -2% | -$10.1K | 0.14% | 60 |
|
|
2022
Q1 | $461K | Buy |
6,663
+2
| +0% | +$138 | 0.15% | 53 |
|
|
2021
Q4 | $491K | Sell |
6,661
-148
| -2% | -$10.9K | 0.15% | 51 |
|
|
2021
Q3 | $503K | Sell |
6,809
-31
| -0.5% | -$2.29K | 0.16% | 49 |
|
|
2021
Q2 | $497K | Buy |
+6,840
| New | +$497K | 0.16% | 47 |
|