Plante Moran Financial 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 | $538K | Hold |
4,888
| – | – | 0.04% | 78 |
|
|
2025
Q1 | $454K | Sell |
4,888
-196
| -4% | -$18.2K | 0.04% | 87 |
|
|
2024
Q4 | $516K | Buy |
5,084
+127
| +3% | +$12.9K | 0.04% | 82 |
|
|
2024
Q3 | $475K | Hold |
4,957
| – | – | 0.04% | 84 |
|
|
2024
Q2 | $459K | Sell |
4,957
-1,951
| -28% | -$181K | 0.05% | 83 |
|
|
2024
Q1 | $583K | Buy |
6,908
+957
| +16% | +$80.8K | 0.06% | 74 |
|
|
2023
Q4 | $447K | Buy |
5,951
+3,521
| +145% | +$264K | 0.05% | 93 |
|
|
2023
Q3 | $166K | Buy |
2,430
+79
| +3% | +$5.41K | 0.02% | 166 |
|
|
2023
Q2 | $166K | Buy |
2,351
+69
| +3% | +$4.86K | 0.02% | 179 |
|
|
2023
Q1 | $146K | Hold |
2,282
| – | – | 0.02% | 181 |
|
|
2022
Q4 | $133K | Sell |
2,282
-2,583
| -53% | -$151K | 0.02% | 198 |
|
|
2022
Q3 | $281K | Buy |
4,865
+2,274
| +88% | +$131K | 0.05% | 119 |
|
|
2022
Q2 | $156K | Buy |
2,591
+309
| +14% | +$18.6K | 0.03% | 170 |
|
|
2022
Q1 | $174K | Sell |
2,282
-742
| -25% | -$56.6K | 0.03% | 173 |
|
|
2021
Q4 | $253K | Hold |
3,024
| – | – | 0.04% | 156 |
|
|
2021
Q3 | $224K | Hold |
3,024
| – | – | 0.05% | 174 |
|
|
2021
Q2 | $220K | Hold |
3,024
| – | – | 0.05% | 164 |
|
|
2021
Q1 | $197K | Sell |
3,024
-3,892
| -56% | -$254K | 0.05% | 176 |
|
|
2020
Q4 | $441K | Sell |
6,916
-1,008
| -13% | -$64.3K | 0.14% | 89 |
|
|
2020
Q3 | $458K | Buy |
7,924
+5,536
| +232% | +$320K | 0.16% | 77 |
|
|
2020
Q2 | $124K | Hold |
2,388
| – | – | 0.05% | 185 |
|
|
2020
Q1 | $99K | Buy |
2,388
+508
| +27% | +$21.1K | 0.05% | 192 |
|
|
2019
Q4 | $91K | Sell |
1,880
-548
| -23% | -$26.5K | 0.03% | 238 |
|
|
2019
Q3 | $109K | Hold |
2,428
| – | – | 0.03% | 229 |
|
|
2019
Q2 | $109K | Hold |
2,428
| – | – | 0.03% | 210 |
|
|
2019
Q1 | $105K | Sell |
2,428
-800
| -25% | -$34.6K | 0.03% | 213 |
|
|
2018
Q4 | $122K | Buy |
3,228
+800
| +33% | +$30.2K | 0.04% | 183 |
|
|
2018
Q3 | $108K | Hold |
2,428
| – | – | 0.04% | 206 |
|
|
2018
Q2 | $99K | Sell |
2,428
-140
| -5% | -$5.71K | 0.05% | 222 |
|
|
2018
Q1 | $100K | Buy |
2,568
+140
| +6% | +$5.45K | 0.05% | 232 |
|
|
2017
Q4 | $93K | Hold |
2,428
| – | – | 0.05% | 236 |
|
|
2017
Q3 | $87K | Hold |
2,428
| – | – | 0.05% | 224 |
|
|
2017
Q2 | $83K | Sell |
2,428
-180
| -7% | -$6.15K | 0.05% | 234 |
|
|
2017
Q1 | $86K | Hold |
2,608
| – | – | 0.05% | 229 |
|
|
2016
Q4 | $79K | Sell |
2,608
-260
| -9% | -$7.88K | 0.05% | 248 |
|
|
2016
Q3 | $87K | Hold |
2,868
| – | – | 0.06% | 222 |
|
|
2016
Q2 | $84K | Hold |
2,868
| – | – | 0.06% | 210 |
|
|
2016
Q1 | $83K | Buy |
2,868
+988
| +53% | +$28.6K | 0.06% | 196 |
|
|
2015
Q4 | $54K | Hold |
1,880
| – | – | 0.04% | 264 |
|
|
2015
Q3 | $51K | Hold |
1,880
| – | – | 0.04% | 256 |
|
|
2015
Q2 | $54K | Hold |
1,880
| – | – | 0.04% | 280 |
|
|
2015
Q1 | $54K | Sell |
1,880
-760
| -29% | -$21.8K | 0.04% | 270 |
|
|
2014
Q4 | $74K | Buy |
2,640
+760
| +40% | +$21.3K | 0.05% | 222 |
|
|
2014
Q3 | $50K | Buy |
1,880
+1,064
| +130% | +$28.3K | 0.04% | 258 |
|
|
2014
Q2 | $21K | Hold |
816
| – | – | 0.02% | 371 |
|
|
2014
Q1 | $20K | Hold |
816
| – | – | 0.02% | 256 |
|
|
2013
Q4 | $20K | Hold |
816
| – | – | 0.01% | 351 |
|
|
2013
Q3 | $18K | Hold |
816
| – | – | 0.01% | 297 |
|
|
2013
Q2 | $17K | Buy |
+816
| New | +$17K | 0.01% | 265 |
|