Pinnacle Financial Group’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 | $2.22M | Sell |
20,207
-280
| -1% | -$30.8K | 0.74% | 30 |
|
|
2025
Q1 | $1.9M | Sell |
20,487
-927
| -4% | -$86.1K | 0.69% | 31 |
|
|
2024
Q4 | $2.17M | Buy |
21,414
+160
| +0.8% | +$16.2K | 0.85% | 28 |
|
|
2024
Q3 | $2.04M | Buy |
21,254
+227
| +1% | +$21.7K | 0.8% | 28 |
|
|
2024
Q2 | $1.95M | Hold |
21,027
| – | – | 0.83% | 28 |
|
|
2024
Q1 | $1.78M | Sell |
21,027
-233
| -1% | -$19.7K | 0.78% | 28 |
|
|
2023
Q4 | $1.6M | Hold |
21,260
| – | – | 0.82% | 27 |
|
|
2023
Q3 | $1.45M | Hold |
21,260
| – | – | 0.87% | 26 |
|
|
2023
Q2 | $1.5M | Hold |
21,260
| – | – | 0.85% | 27 |
|
|
2023
Q1 | $1.36M | Hold |
21,260
| – | – | 0.81% | 26 |
|
|
2022
Q4 | $1.24M | Hold |
21,260
| – | – | 0.88% | 25 |
|
|
2022
Q3 | $1.23M | Hold |
21,260
| – | – | 1.06% | 22 |
|
|
2022
Q2 | $1.28M | Hold |
21,260
| – | – | 1.09% | 22 |
|
|
2022
Q1 | $1.62M | Sell |
21,260
-2,400
| -10% | -$183K | 1.32% | 20 |
|
|
2021
Q4 | $1.98M | Buy |
+23,660
| New | +$1.98M | 1.53% | 16 |
|