RTD Financial Advisors’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 | $4.71M | Buy |
42,818
+5,056
| +13% | +$557K | 0.6% | 39 |
|
|
2025
Q1 | $3.51M | Sell |
37,762
-2,706
| -7% | -$251K | 0.47% | 43 |
|
|
2024
Q4 | $4.11M | Sell |
40,468
-1,053
| -3% | -$107K | 0.53% | 39 |
|
|
2024
Q3 | $3.98M | Sell |
41,521
-3,445
| -8% | -$330K | 0.5% | 41 |
|
|
2024
Q2 | $4.16M | Sell |
44,966
-4,117
| -8% | -$381K | 0.56% | 41 |
|
|
2024
Q1 | $4.14M | Sell |
49,083
-3,502
| -7% | -$296K | 0.56% | 40 |
|
|
2023
Q4 | $3.95M | Sell |
52,585
-1,339
| -2% | -$101K | 0.55% | 40 |
|
|
2023
Q3 | $3.69M | Buy |
53,924
+3,885
| +8% | +$266K | 0.56% | 40 |
|
|
2023
Q2 | $3.53M | Sell |
50,039
-899
| -2% | -$63.4K | 0.51% | 41 |
|
|
2023
Q1 | $3.25M | Sell |
50,938
-1,337
| -3% | -$85.4K | 0.5% | 40 |
|
|
2022
Q4 | $3.06M | Sell |
52,275
-2,000
| -4% | -$117K | 0.5% | 40 |
|
|
2022
Q3 | $3.14M | Sell |
54,275
-5,944
| -10% | -$344K | 0.58% | 39 |
|
|
2022
Q2 | $3.63M | Buy |
60,219
+21,299
| +55% | +$1.29M | 0.56% | 43 |
|
|
2022
Q1 | $2.97M | Buy |
38,920
+10,679
| +38% | +$816K | 0.4% | 45 |
|
|
2021
Q4 | $2.36M | Buy |
+28,241
| New | +$2.36M | 0.31% | 47 |
|