Petix & Botte Financial’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 | $1.05M | Buy |
9,580
+3,400
| +55% | +$374K | 0.26% | 55 |
|
|
2025
Q1 | $574K | Sell |
6,180
-6
| -0.1% | -$557 | 0.15% | 76 |
|
|
2024
Q4 | $628K | Sell |
6,186
-398
| -6% | -$40.4K | 0.17% | 75 |
|
|
2024
Q3 | $630K | Sell |
6,584
-13
| -0.2% | -$1.25K | 0.17% | 64 |
|
|
2024
Q2 | $610K | Buy |
6,597
+3,293
| +100% | +$305K | 0.17% | 65 |
|
|
2024
Q1 | $279K | Sell |
3,304
-3,244
| -50% | -$274K | 0.07% | 115 |
|
|
2023
Q4 | $492K | Sell |
6,548
-820
| -11% | -$61.6K | 0.14% | 66 |
|
|
2023
Q3 | $504K | Hold |
7,368
| – | – | 0.16% | 67 |
|
|
2023
Q2 | $519K | Buy |
7,368
+3,684
| +100% | +$260K | 0.16% | 65 |
|
|
2023
Q1 | $235K | Buy |
+3,684
| New | +$235K | 0.16% | 68 |
|
|
2022
Q3 | $213K | Hold |
3,684
| – | – | 0.16% | 67 |
|
|
2022
Q2 | $222K | Sell |
3,684
-3,684
| -50% | -$222K | 0.16% | 66 |
|
|
2022
Q1 | $563K | Buy |
7,368
+3,684
| +100% | +$282K | 0.17% | 62 |
|
|
2021
Q4 | $308K | Sell |
3,684
-3,684
| -50% | -$308K | 0.2% | 66 |
|
|
2021
Q3 | $544K | Buy |
7,368
+3,768
| +105% | +$278K | 0.18% | 63 |
|
|
2021
Q2 | $262K | Hold |
3,600
| – | – | 0.18% | 69 |
|
|
2021
Q1 | $234K | Hold |
3,600
| – | – | 0.17% | 71 |
|
|
2020
Q4 | $230K | Hold |
3,600
| – | – | 0.17% | 76 |
|
|
2020
Q3 | $208K | Sell |
3,600
-5,680
| -61% | -$328K | 0.17% | 75 |
|
|
2020
Q2 | $241K | Buy |
9,280
+4,444
| +92% | +$115K | 0.2% | 64 |
|
|
2020
Q1 | $200K | Hold |
4,836
| – | – | 0.19% | 65 |
|
|
2019
Q4 | $233K | Buy |
+4,836
| New | +$233K | 0.18% | 71 |
|