Prosperity Planning’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 | $2.82M | Sell |
25,654
-335
| -1% | -$36.9K | 0.81% | 31 |
|
|
2025
Q1 | $2.41M | Sell |
25,989
-21
| -0.1% | -$1.95K | 0.76% | 34 |
|
|
2024
Q4 | $2.64M | Sell |
26,010
-213
| -0.8% | -$21.6K | 0.85% | 32 |
|
|
2024
Q3 | $2.51M | Sell |
26,223
-223
| -0.8% | -$21.4K | 0.8% | 32 |
|
|
2024
Q2 | $2.45M | Buy |
26,446
+1,156
| +5% | +$107K | 0.84% | 29 |
|
|
2024
Q1 | $2.14M | Buy |
25,290
+1,116
| +5% | +$94.2K | 0.74% | 30 |
|
|
2023
Q4 | $1.82M | Buy |
24,174
+369
| +2% | +$27.7K | 0.68% | 32 |
|
|
2023
Q3 | $1.63M | Buy |
23,805
+605
| +3% | +$41.4K | 0.68% | 32 |
|
|
2023
Q2 | $1.64M | Sell |
23,200
-464
| -2% | -$32.7K | 0.68% | 35 |
|
|
2023
Q1 | $1.51M | Buy |
23,664
+1,218
| +5% | +$77.8K | 0.66% | 35 |
|
|
2022
Q4 | $1.17M | Hold |
22,446
| – | – | 0.58% | 38 |
|
|
2022
Q3 | $1.3M | Buy |
22,446
+12,132
| +118% | +$702K | 0.68% | 36 |
|
|
2022
Q2 | $666K | Hold |
10,314
| – | – | 0.34% | 49 |
|
|
2022
Q1 | $819K | Hold |
10,314
| – | – | 0.4% | 42 |
|
|
2021
Q4 | $863K | Sell |
10,314
-246
| -2% | -$20.6K | 0.44% | 41 |
|
|
2021
Q3 | $780K | Buy |
10,560
+42
| +0.4% | +$3.1K | 0.43% | 43 |
|
|
2021
Q2 | $765K | Sell |
10,518
-9
| -0.1% | -$655 | 0.47% | 41 |
|
|
2021
Q1 | $685K | Sell |
10,527
-4,370
| -29% | -$284K | 0.49% | 41 |
|
|
2020
Q4 | $951K | Buy |
+14,897
| New | +$951K | 0.81% | 33 |
|