Pure 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 | $774K | Buy |
7,028
+483
| +7% | +$53.2K | 0.01% | 231 |
|
|
2025
Q1 | $608K | Buy |
6,545
+148
| +2% | +$13.7K | 0.01% | 219 |
|
|
2024
Q4 | $650K | Buy |
6,397
+736
| +13% | +$74.7K | 0.01% | 192 |
|
|
2024
Q3 | $542K | Sell |
5,661
-1,036
| -15% | -$99.2K | 0.01% | 206 |
|
|
2024
Q2 | $620K | Buy |
6,697
+1,165
| +21% | +$108K | 0.02% | 183 |
|
|
2024
Q1 | $467K | Buy |
5,532
+76
| +1% | +$6.42K | 0.01% | 203 |
|
|
2023
Q4 | $410K | Hold |
5,456
| – | – | 0.01% | 209 |
|
|
2023
Q3 | $373K | Hold |
5,456
| – | – | 0.02% | 193 |
|
|
2023
Q2 | $385K | Hold |
5,456
| – | – | 0.02% | 185 |
|
|
2023
Q1 | $349K | Hold |
5,456
| – | – | 0.02% | 186 |
|
|
2022
Q4 | $319K | Buy |
5,456
+896
| +20% | +$52.4K | 0.02% | 192 |
|
|
2022
Q3 | $264K | Hold |
4,560
| – | – | 0.02% | 189 |
|
|
2022
Q2 | $275K | Buy |
4,560
+50
| +1% | +$3.02K | 0.02% | 202 |
|
|
2022
Q1 | $344K | Buy |
+4,510
| New | +$344K | 0.02% | 171 |
|