RCS Financial 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 | $3.62M | Sell |
32,856
-258
| -0.8% | -$28.4K | 1.8% | 15 |
|
|
2025
Q1 | $3.07M | Buy |
33,114
+1,414
| +4% | +$131K | 1.62% | 15 |
|
|
2024
Q4 | $3.22M | Buy |
31,700
+614
| +2% | +$62.3K | 1.71% | 14 |
|
|
2024
Q3 | $2.98M | Sell |
31,086
-1,869
| -6% | -$179K | 1.65% | 13 |
|
|
2024
Q2 | $3.05M | Buy |
32,955
+14,822
| +82% | +$1.37M | 1.8% | 11 |
|
|
2024
Q1 | $1.53M | Buy |
18,133
+4,779
| +36% | +$404K | 0.94% | 26 |
|
|
2023
Q4 | $1M | Buy |
13,354
+3,259
| +32% | +$245K | 0.66% | 33 |
|
|
2023
Q3 | $693K | Buy |
+10,095
| New | +$693K | 0.53% | 36 |
|