Retirement Planning Group (Kansas)’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 | $8.24M | Buy |
74,867
+1,901
| +3% | +$209K | 0.35% | 32 |
|
|
2025
Q1 | $6.77M | Sell |
72,966
-1,212
| -2% | -$113K | 0.32% | 33 |
|
|
2024
Q4 | $7.53M | Sell |
74,178
-1,261
| -2% | -$128K | 0.38% | 32 |
|
|
2024
Q3 | $7.22M | Buy |
75,439
+16,102
| +27% | +$1.54M | 0.39% | 33 |
|
|
2024
Q2 | $5.49M | Sell |
59,337
-8,206
| -12% | -$759K | 0.35% | 34 |
|
|
2024
Q1 | $5.7M | Buy |
67,543
+5,882
| +10% | +$497K | 0.44% | 32 |
|
|
2023
Q4 | $4.63M | Sell |
61,661
-6,644
| -10% | -$499K | 0.41% | 27 |
|
|
2023
Q3 | $4.67M | Sell |
68,305
-3,716
| -5% | -$254K | 0.5% | 23 |
|
|
2023
Q2 | $5.08M | Sell |
72,021
-1,079
| -1% | -$76K | 0.51% | 20 |
|
|
2023
Q1 | $4.67M | Buy |
73,100
+38,301
| +110% | +$2.45M | 0.5% | 22 |
|
|
2022
Q4 | $2.04M | Sell |
34,799
-28,937
| -45% | -$1.69M | 0.23% | 42 |
|
|
2022
Q3 | $3.69M | Buy |
63,736
+12,786
| +25% | +$740K | 0.46% | 21 |
|
|
2022
Q2 | $3.08M | Buy |
+50,950
| New | +$3.08M | 0.38% | 24 |
|