Resources Management Corp’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Hold |
2,404
| – | – | 0.04% | 180 |
|
|
2025
Q1 | $223K | Hold |
2,404
| – | – | 0.03% | 203 |
|
|
2024
Q4 | $244K | Sell |
2,404
-5
| -0.2% | -$507 | 0.03% | 205 |
|
|
2024
Q3 | $231K | Hold |
2,409
| – | – | 0.03% | 215 |
|
|
2024
Q2 | $223K | Hold |
2,409
| – | – | 0.03% | 213 |
|
|
2024
Q1 | $203K | Hold |
2,409
| – | – | 0.03% | 218 |
|
|
2023
Q4 | $181K | Buy |
2,409
+5
| +0.2% | +$376 | 0.03% | 226 |
|
|
2023
Q3 | $164K | Hold |
2,404
| – | – | 0.03% | 229 |
|
|
2023
Q2 | $169K | Buy |
2,404
+2,259
| +1,558% | +$159K | 0.03% | 230 |
|
|
2023
Q1 | $23K | Sell |
145
-2,205
| -94% | -$350K | ﹤0.01% | 322 |
|
|
2022
Q4 | $137K | Hold |
2,350
| – | – | 0.02% | 247 |
|
|
2022
Q3 | $136K | Hold |
2,350
| – | – | 0.02% | 250 |
|
|
2022
Q2 | $142K | Hold |
2,350
| – | – | 0.02% | 251 |
|
|
2022
Q1 | $179K | Hold |
2,350
| – | – | 0.03% | 248 |
|
|
2021
Q4 | $197K | Hold |
2,350
| – | – | 0.03% | 249 |
|
|
2021
Q3 | $174K | Sell |
2,350
-450
| -16% | -$33.3K | 0.03% | 246 |
|
|
2021
Q2 | $204K | Hold |
2,800
| – | – | 0.03% | 249 |
|
|
2021
Q1 | $182K | Hold |
2,800
| – | – | 0.03% | 244 |
|
|
2020
Q4 | $179K | Buy |
+2,800
| New | +$179K | 0.03% | 238 |
|