PA
PSI Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
2,625
-708
| -21% | -$78K | 0.14% | 86 |
|
|
2025
Q1 | $309K | Buy |
3,333
+51
| +2% | +$4.73K | 0.1% | 94 |
|
|
2024
Q4 | $333K | Buy |
3,282
+570
| +21% | +$57.9K | 0.1% | 99 |
|
|
2024
Q3 | $260K | Hold |
2,712
| – | – | 0.08% | 119 |
|
|
2024
Q2 | $251K | Hold |
2,712
| – | – | 0.08% | 116 |
|
|
2024
Q1 | $229K | Sell |
2,712
-146
| -5% | -$12.3K | 0.08% | 120 |
|
|
2023
Q4 | $215K | Sell |
2,858
-40
| -1% | -$3K | 0.08% | 125 |
|
|
2023
Q3 | $198K | Hold |
2,898
| – | – | 0.09% | 122 |
|
|
2023
Q2 | $204K | Hold |
2,898
| – | – | 0.09% | 119 |
|
|
2023
Q1 | $185K | Sell |
2,898
-432
| -13% | -$27.6K | 0.09% | 119 |
|
|
2022
Q4 | $195K | Sell |
3,330
-14,034
| -81% | -$821K | 0.1% | 107 |
|
|
2022
Q3 | $1.01M | Sell |
17,364
-7,546
| -30% | -$437K | 0.53% | 38 |
|
|
2022
Q2 | $1.5M | Sell |
24,910
-1,476
| -6% | -$89.1K | 0.74% | 32 |
|
|
2022
Q1 | $2.02M | Sell |
26,386
-440
| -2% | -$33.6K | 0.83% | 28 |
|
|
2021
Q4 | $2.25M | Sell |
26,826
-20
| -0.1% | -$1.67K | 0.91% | 24 |
|
|
2021
Q3 | $1.98M | Sell |
26,846
-1,090
| -4% | -$80.6K | 0.91% | 25 |
|
|
2021
Q2 | $2.03M | Sell |
27,936
-1,100
| -4% | -$80K | 1.07% | 25 |
|
|
2021
Q1 | $1.89M | Sell |
29,036
-560
| -2% | -$36.5K | 1.11% | 24 |
|
|
2020
Q4 | $1.89M | Buy |
29,596
+20,609
| +229% | +$1.31M | 1.3% | 14 |
|
|
2020
Q3 | $2.08M | Sell |
8,987
-291
| -3% | -$67.2K | 1.58% | 14 |
|
|
2020
Q2 | $1.93M | Sell |
9,278
-671
| -7% | -$139K | 1.55% | 14 |
|
|
2020
Q1 | $1.64M | Sell |
9,949
-1,428
| -13% | -$236K | 1.51% | 16 |
|
|
2019
Q4 | $2.2M | Buy |
+11,377
| New | +$2.2M | 1.42% | 13 |
|