Ritholtz Wealth Management’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 | $639K | Buy |
5,807
+485
| +9% | +$53.4K | 0.01% | 572 |
|
|
2025
Q1 | $494K | Hold |
5,322
| – | – | 0.01% | 594 |
|
|
2024
Q4 | $540K | Sell |
5,322
-46
| -0.9% | -$4.67K | 0.02% | 541 |
|
|
2024
Q3 | $514K | Sell |
5,368
-81
| -1% | -$7.76K | 0.02% | 547 |
|
|
2024
Q2 | $504K | Buy |
5,449
+1,441
| +36% | +$133K | 0.02% | 520 |
|
|
2024
Q1 | $338K | Sell |
4,008
-255
| -6% | -$21.5K | 0.01% | 607 |
|
|
2023
Q4 | $320K | Buy |
4,263
+2
| +0% | +$150 | 0.01% | 588 |
|
|
2023
Q3 | $292K | Buy |
4,261
+253
| +6% | +$17.3K | 0.01% | 556 |
|
|
2023
Q2 | $282K | Hold |
4,008
| – | – | 0.01% | 556 |
|
|
2023
Q1 | $256K | Sell |
4,008
-40
| -1% | -$2.56K | 0.01% | 553 |
|
|
2022
Q4 | $237K | Sell |
4,048
-6,060
| -60% | -$355K | 0.01% | 501 |
|
|
2022
Q3 | $585K | Buy |
10,108
+5,908
| +141% | +$342K | 0.03% | 359 |
|
|
2022
Q2 | $253K | Sell |
4,200
-500
| -11% | -$30.1K | 0.02% | 446 |
|
|
2022
Q1 | $359K | Hold |
4,700
| – | – | 0.02% | 375 |
|
|
2021
Q4 | $393K | Sell |
4,700
-205
| -4% | -$17.1K | 0.02% | 355 |
|
|
2021
Q3 | $363K | Buy |
4,905
+125
| +3% | +$9.25K | 0.03% | 338 |
|
|
2021
Q2 | $348K | Buy |
4,780
+780
| +20% | +$56.8K | 0.03% | 338 |
|
|
2021
Q1 | $260K | Buy |
+4,000
| New | +$260K | 0.02% | 350 |
|