REDW Wealth’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 | $1.81M | Hold |
16,453
| – | – | 0.72% | 30 |
|
|
2025
Q1 | $1.53M | Buy |
16,453
+915
| +6% | +$84.9K | 0.57% | 32 |
|
|
2024
Q4 | $1.58M | Hold |
15,538
| – | – | 0.55% | 32 |
|
|
2024
Q3 | $1.49M | Hold |
15,538
| – | – | 0.38% | 43 |
|
|
2024
Q2 | $1.44M | Hold |
15,538
| – | – | 0.38% | 41 |
|
|
2024
Q1 | $1.31M | Hold |
15,538
| – | – | 0.35% | 42 |
|
|
2023
Q4 | $1.17M | Hold |
15,538
| – | – | 0.33% | 44 |
|
|
2023
Q3 | $1.06M | Hold |
15,538
| – | – | 0.33% | 45 |
|
|
2023
Q2 | $1.1M | Hold |
15,538
| – | – | 0.33% | 44 |
|
|
2023
Q1 | $993K | Hold |
15,538
| – | – | 0.32% | 46 |
|
|
2022
Q4 | $909K | Hold |
15,538
| – | – | 0.31% | 43 |
|
|
2022
Q3 | $899K | Hold |
15,538
| – | – | 0.35% | 37 |
|
|
2022
Q2 | $938K | Sell |
15,538
-204
| -1% | -$12.3K | 0.34% | 32 |
|
|
2022
Q1 | $1.2M | Hold |
15,742
| – | – | 0.36% | 30 |
|
|
2021
Q4 | $1.32M | Sell |
15,742
-86
| -0.5% | -$7.2K | 0.38% | 27 |
|
|
2021
Q3 | $1.17M | Sell |
15,828
-124
| -0.8% | -$9.17K | 0.37% | 30 |
|
|
2021
Q2 | $1.16M | Hold |
15,952
| – | – | 0.37% | 31 |
|
|
2021
Q1 | $1.04M | Hold |
15,952
| – | – | 0.35% | 31 |
|
|
2020
Q4 | $1.02M | Hold |
15,952
| – | – | 0.38% | 27 |
|
|
2020
Q3 | $922K | Hold |
15,952
| – | – | 0.39% | 27 |
|
|
2020
Q2 | $827K | Hold |
15,952
| – | – | 0.41% | 27 |
|
|
2020
Q1 | $658K | Hold |
15,952
| – | – | 0.41% | 28 |
|
|
2019
Q4 | $772K | Hold |
15,952
| – | – | 0.43% | 27 |
|
|
2019
Q3 | $718K | Hold |
15,952
| – | – | 0.42% | 29 |
|
|
2019
Q2 | $715K | Hold |
15,952
| – | – | 0.43% | 25 |
|
|
2019
Q1 | $687K | Hold |
15,952
| – | – | 0.42% | 24 |
|
|
2018
Q4 | $601K | Sell |
15,952
-356
| -2% | -$13.4K | 0.41% | 27 |
|
|
2018
Q3 | $722K | Buy |
16,308
+356
| +2% | +$15.8K | 0.48% | 25 |
|
|
2018
Q2 | $649K | Hold |
15,952
| – | – | 0.47% | 24 |
|
|
2018
Q1 | $618K | Sell |
15,952
-1,044
| -6% | -$40.4K | 0.46% | 23 |
|
|
2017
Q4 | $649K | Sell |
16,996
-404
| -2% | -$15.4K | 0.5% | 24 |
|
|
2017
Q3 | $624K | Sell |
17,400
-460
| -3% | -$16.5K | 0.52% | 23 |
|
|
2017
Q2 | $611K | Sell |
17,860
-112
| -0.6% | -$3.83K | 0.6% | 23 |
|
|
2017
Q1 | $591K | Sell |
17,972
-492
| -3% | -$16.2K | 0.6% | 22 |
|
|
2016
Q4 | $562K | Buy |
+18,464
| New | +$562K | 0.64% | 23 |
|