Principle Wealth 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
Q2 | $586K | Hold |
5,319
| – | – | 0.04% | 219 |
|
|
2025
Q1 | $494K | Hold |
5,319
| – | – | 0.04% | 227 |
|
|
2024
Q4 | $540K | Hold |
5,319
| – | – | 0.04% | 214 |
|
|
2024
Q3 | $509K | Hold |
5,319
| – | – | 0.04% | 221 |
|
|
2024
Q2 | $492K | Hold |
5,319
| – | – | 0.04% | 221 |
|
|
2024
Q1 | $449K | Hold |
5,319
| – | – | 0.04% | 233 |
|
|
2023
Q4 | $399K | Hold |
5,319
| – | – | 0.03% | 235 |
|
|
2023
Q3 | $364K | Hold |
5,319
| – | – | 0.04% | 236 |
|
|
2023
Q2 | $375K | Hold |
5,319
| – | – | 0.04% | 233 |
|
|
2023
Q1 | $340K | Hold |
5,319
| – | – | 0.04% | 239 |
|
|
2022
Q4 | $311K | Sell |
5,319
-225
| -4% | -$13.2K | 0.04% | 243 |
|
|
2022
Q3 | $321 | Buy |
5,544
+225
| +4% | +$13 | 0.03% | 226 |
|
|
2022
Q2 | $321K | Hold |
5,319
| – | – | 0.04% | 234 |
|
|
2022
Q1 | $406K | Hold |
5,319
| – | – | 0.04% | 224 |
|
|
2021
Q4 | $445K | Hold |
5,319
| – | – | 0.05% | 216 |
|
|
2021
Q3 | $393K | Hold |
5,319
| – | – | 0.05% | 222 |
|
|
2021
Q2 | $387K | Hold |
5,319
| – | – | 0.04% | 223 |
|
|
2021
Q1 | $346K | Sell |
5,319
-513
| -9% | -$33.4K | 0.04% | 224 |
|
|
2020
Q4 | $372K | Hold |
5,832
| – | – | 0.05% | 206 |
|
|
2020
Q3 | $337K | Buy |
5,832
+1,964
| +51% | +$113K | 0.09% | 111 |
|
|
2020
Q2 | $201K | Buy |
+3,868
| New | +$201K | 0.06% | 146 |
|