Pinnacle Family Advisors’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 | $681K | Sell |
6,181
-31,049
| -83% | -$3.42M | 0.33% | 56 |
|
|
2025
Q1 | $3.46M | Buy |
37,230
+256
| +0.7% | +$23.8K | 1.88% | 14 |
|
|
2024
Q4 | $3.75M | Sell |
36,974
-2,397
| -6% | -$243K | 1.82% | 12 |
|
|
2024
Q3 | $3.77M | Buy |
39,371
+34,680
| +739% | +$3.32M | 1.95% | 14 |
|
|
2024
Q2 | $434K | Buy |
+4,691
| New | +$434K | 0.24% | 66 |
|
|
2024
Q1 | – | Sell |
-56,158
| Closed | -$4.22M | – | 105 |
|
|
2023
Q4 | $4.22M | Buy |
56,158
+8,769
| +19% | +$659K | 2.48% | 11 |
|
|
2023
Q3 | $3.24M | Sell |
47,389
-11,919
| -20% | -$815K | 1.86% | 14 |
|
|
2023
Q2 | $4.18M | Sell |
59,308
-5,568
| -9% | -$392K | 2.26% | 12 |
|
|
2023
Q1 | $4.14M | Buy |
+64,876
| New | +$4.14M | 2.52% | 10 |
|
|
2022
Q2 | – | Sell |
-5,186
| Closed | -$396K | – | 103 |
|
|
2022
Q1 | $396K | Sell |
5,186
-142,161
| -96% | -$10.9M | 0.21% | 75 |
|
|
2021
Q4 | $12.3M | Sell |
147,347
-29,695
| -17% | -$2.48M | 5.58% | 6 |
|
|
2021
Q3 | $13.1M | Buy |
177,042
+169,073
| +2,122% | +$12.5M | 5.85% | 5 |
|
|
2021
Q2 | $580K | Sell |
7,969
-140
| -2% | -$10.2K | 0.25% | 64 |
|
|
2021
Q1 | $528K | Sell |
8,109
-32,659
| -80% | -$2.13M | 0.28% | 61 |
|
|
2020
Q4 | $2.6M | Sell |
40,768
-86,804
| -68% | -$5.54M | 1.59% | 11 |
|
|
2020
Q3 | $7.37M | Buy |
127,572
+35,808
| +39% | +$2.07M | 4.98% | 6 |
|
|
2020
Q2 | $4.76M | Sell |
91,764
-21,964
| -19% | -$1.14M | 4.16% | 7 |
|
|
2020
Q1 | $4.7M | Sell |
113,728
-8,944
| -7% | -$370K | 5.66% | 5 |
|
|
2019
Q4 | $5.94M | Sell |
122,672
-45,024
| -27% | -$2.18M | 5.35% | 3 |
|
|
2019
Q3 | $7.55M | Sell |
167,696
-12,296
| -7% | -$553K | 6.66% | 3 |
|
|
2019
Q2 | $8.07M | Buy |
179,992
+72,580
| +68% | +$3.25M | 6.69% | 2 |
|
|
2019
Q1 | $4.63M | Sell |
107,412
-260,268
| -71% | -$11.2M | 4.12% | 6 |
|
|
2018
Q4 | $13.9M | Sell |
367,680
-55,588
| -13% | -$2.09M | 9.31% | 1 |
|
|
2018
Q3 | $18.7M | Buy |
423,268
+170,456
| +67% | +$7.55M | 9.9% | 2 |
|
|
2018
Q2 | $10.3M | Buy |
252,812
+226,300
| +854% | +$9.2M | 5.47% | 3 |
|
|
2018
Q1 | $1.03M | Sell |
26,512
-140,772
| -84% | -$5.46M | 0.59% | 29 |
|
|
2017
Q4 | $6.39M | Sell |
167,284
-238,456
| -59% | -$9.11M | 2.95% | 10 |
|
|
2017
Q3 | $14.5M | Buy |
405,740
+227,672
| +128% | +$8.16M | 6.84% | 2 |
|
|
2017
Q2 | $6.09M | Buy |
+178,068
| New | +$6.09M | 3.4% | 14 |
|