Pinnacle Financial Partners’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
Q1 | $8.62M | Buy |
92,389
+17,002
| +23% | +$1.59M | 0.17% | 133 |
|
|
2024
Q4 | $7.62M | Sell |
75,387
-1,160
| -2% | -$117K | 0.15% | 142 |
|
|
2024
Q3 | $7.33M | Sell |
76,547
-4,205
| -5% | -$403K | 0.15% | 148 |
|
|
2024
Q2 | $7.4M | Sell |
80,752
-1,883
| -2% | -$172K | 0.16% | 144 |
|
|
2024
Q1 | $6.98M | Buy |
82,635
+7,639
| +10% | +$645K | 0.15% | 146 |
|
|
2023
Q4 | $5.63M | Sell |
74,996
-2,104
| -3% | -$158K | 0.13% | 156 |
|
|
2023
Q3 | $5.28M | Buy |
77,100
+21
| +0% | +$1.44K | 0.14% | 146 |
|
|
2023
Q2 | $5.43M | Buy |
77,079
+1,462
| +2% | +$103K | 0.14% | 143 |
|
|
2023
Q1 | $4.83M | Buy |
75,617
+3,709
| +5% | +$237K | 0.13% | 146 |
|
|
2022
Q4 | $4.21M | Buy |
71,908
+8,846
| +14% | +$517K | 0.12% | 149 |
|
|
2022
Q3 | $3.65M | Buy |
63,062
+8,622
| +16% | +$499K | 0.13% | 151 |
|
|
2022
Q2 | $3.29M | Buy |
54,440
+95
| +0.2% | +$5.73K | 0.12% | 158 |
|
|
2022
Q1 | $4.15M | Buy |
54,345
+5,202
| +11% | +$397K | 0.13% | 152 |
|
|
2021
Q4 | $4.11M | Buy |
49,143
+285
| +0.6% | +$23.8K | 0.13% | 153 |
|
|
2021
Q3 | $3.61M | Buy |
48,858
+814
| +2% | +$60.2K | 0.13% | 153 |
|
|
2021
Q2 | $3.49M | Buy |
48,044
+119
| +0.2% | +$8.65K | 0.14% | 136 |
|
|
2021
Q1 | $3.12M | Sell |
47,925
-6,903
| -13% | -$449K | 0.14% | 136 |
|
|
2020
Q4 | $3.53M | Sell |
54,828
-1,580
| -3% | -$102K | 0.17% | 128 |
|
|
2020
Q3 | $3.26M | Sell |
56,408
-1,372
| -2% | -$79.3K | 0.18% | 124 |
|
|
2020
Q2 | $3M | Sell |
57,780
-1,268
| -2% | -$65.8K | 0.17% | 125 |
|
|
2020
Q1 | $2.44M | Buy |
59,048
+3,200
| +6% | +$132K | 0.17% | 130 |
|
|
2019
Q4 | $2.7M | Buy |
55,848
+8,460
| +18% | +$410K | 0.17% | 140 |
|
|
2019
Q3 | $2.13M | Buy |
47,388
+4,880
| +11% | +$220K | 0.15% | 150 |
|
|
2019
Q2 | $1.91M | Buy |
42,508
+1,448
| +4% | +$64.9K | 0.14% | 156 |
|
|
2019
Q1 | $1.77M | Buy |
41,060
+7,176
| +21% | +$309K | 0.14% | 146 |
|
|
2018
Q4 | $1.28M | Buy |
33,884
+5,368
| +19% | +$202K | 0.12% | 159 |
|
|
2018
Q3 | $1.26M | Buy |
28,516
+3,124
| +12% | +$138K | 0.11% | 171 |
|
|
2018
Q2 | $1.03M | Buy |
25,392
+788
| +3% | +$32K | 0.1% | 175 |
|
|
2018
Q1 | $954K | Buy |
24,604
+996
| +4% | +$38.6K | 0.1% | 174 |
|
|
2017
Q4 | $902K | Sell |
23,608
-372
| -2% | -$14.2K | 0.1% | 178 |
|
|
2017
Q3 | $860K | Sell |
23,980
-1,556
| -6% | -$55.8K | 0.11% | 158 |
|
|
2017
Q2 | $874K | Sell |
25,536
-240
| -0.9% | -$8.21K | 0.12% | 160 |
|
|
2017
Q1 | $848K | Sell |
25,776
-4,580
| -15% | -$151K | 0.17% | 133 |
|
|
2016
Q4 | $924K | Sell |
30,356
-1,136
| -4% | -$34.6K | 0.2% | 128 |
|
|
2016
Q3 | $948K | Hold |
31,492
| – | – | 0.21% | 130 |
|
|
2016
Q2 | $947K | Buy |
31,492
+1,876
| +6% | +$56.4K | 0.22% | 123 |
|
|
2016
Q1 | $858K | Buy |
29,616
+1,700
| +6% | +$49.3K | 0.22% | 124 |
|
|
2015
Q4 | $808K | Buy |
27,916
+8
| +0% | +$232 | 0.25% | 109 |
|
|
2015
Q3 | $752K | Sell |
27,908
-1,040
| -4% | -$28K | 0.24% | 111 |
|
|
2015
Q2 | $824K | Sell |
28,948
-120
| -0.4% | -$3.42K | 0.26% | 106 |
|
|
2015
Q1 | $828K | Sell |
29,068
-6,000
| -17% | -$171K | 0.28% | 101 |
|
|
2014
Q4 | $978K | Buy |
35,068
+92
| +0.3% | +$2.57K | 0.34% | 89 |
|
|
2014
Q3 | $934K | Sell |
34,976
-560
| -2% | -$15K | 0.36% | 86 |
|
|
2014
Q2 | $935K | Sell |
35,536
-100
| -0.3% | -$2.63K | 0.37% | 85 |
|
|
2014
Q1 | $889K | Sell |
35,636
-1,708
| -5% | -$42.6K | 0.4% | 80 |
|
|
2013
Q4 | $922K | Hold |
37,344
| – | – | 0.42% | 75 |
|
|
2013
Q3 | $834K | Sell |
37,344
-120
| -0.3% | -$2.68K | 0.41% | 72 |
|
|
2013
Q2 | $787K | Buy |
+37,464
| New | +$787K | 0.41% | 76 |
|