Progressive Investment Management’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 | $1.54M | Hold |
14,000
| – | – | 0.39% | 33 |
|
|
2025
Q1 | $1.3M | Sell |
14,000
-400
| -3% | -$37.1K | 0.36% | 35 |
|
|
2024
Q4 | $1.46M | Hold |
14,400
| – | – | 0.38% | 34 |
|
|
2024
Q3 | $1.38M | Hold |
14,400
| – | – | 0.35% | 35 |
|
|
2024
Q2 | $1.33M | Sell |
14,400
-501
| -3% | -$46.4K | 0.35% | 35 |
|
|
2024
Q1 | $1.26M | Hold |
14,901
| – | – | 0.35% | 34 |
|
|
2023
Q4 | $1.12M | Hold |
14,901
| – | – | 0.32% | 33 |
|
|
2023
Q3 | $1.02M | Hold |
14,901
| – | – | 0.33% | 32 |
|
|
2023
Q2 | $1.05M | Hold |
14,901
| – | – | 0.33% | 31 |
|
|
2023
Q1 | $952K | Hold |
14,901
| – | – | 0.31% | 31 |
|
|
2022
Q4 | $872K | Hold |
14,901
| – | – | 0.34% | 31 |
|
|
2022
Q3 | $862K | Hold |
14,901
| – | – | 0.35% | 31 |
|
|
2022
Q2 | $899K | Sell |
14,901
-55
| -0.4% | -$3.32K | 0.35% | 31 |
|
|
2022
Q1 | $1.14M | Sell |
14,956
-12
| -0.1% | -$916 | 0.36% | 31 |
|
|
2021
Q4 | $1.25M | Hold |
14,968
| – | – | 0.35% | 32 |
|
|
2021
Q3 | $1.11M | Buy |
+14,968
| New | +$1.11M | 0.33% | 32 |
|