Sandbox Financial Partners’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 | $1.51M | Buy |
13,675
+16
| +0.1% | +$1.76K | 0.47% | 42 |
|
|
2025
Q1 | $1.27M | Sell |
13,659
-137
| -1% | -$12.7K | 0.45% | 41 |
|
|
2024
Q4 | $1.4M | Sell |
13,796
-77
| -0.6% | -$7.82K | 0.47% | 39 |
|
|
2024
Q3 | $1.33M | Sell |
13,873
-35
| -0.3% | -$3.35K | 0.47% | 39 |
|
|
2024
Q2 | $1.29M | Buy |
13,908
+80
| +0.6% | +$7.4K | 0.49% | 37 |
|
|
2024
Q1 | $1.17M | Sell |
13,828
-241
| -2% | -$20.4K | 0.49% | 37 |
|
|
2023
Q4 | $1.06M | Sell |
14,069
-193
| -1% | -$14.5K | 0.5% | 31 |
|
|
2023
Q3 | $976K | Buy |
14,262
+223
| +2% | +$15.3K | 0.52% | 34 |
|
|
2023
Q2 | $989K | Buy |
14,039
+218
| +2% | +$15.4K | 0.52% | 28 |
|
|
2023
Q1 | $883K | Buy |
13,821
+78
| +0.6% | +$4.98K | 0.53% | 28 |
|
|
2022
Q4 | $804K | Sell |
13,743
-2,314
| -14% | -$135K | 0.56% | 27 |
|
|
2022
Q3 | $929K | Sell |
16,057
-2,119
| -12% | -$123K | 0.68% | 22 |
|
|
2022
Q2 | $1.1M | Buy |
18,176
+623
| +4% | +$37.6K | 0.78% | 21 |
|
|
2022
Q1 | $1.34M | Sell |
17,553
-142
| -0.8% | -$10.8K | 0.77% | 23 |
|
|
2021
Q4 | $1.48M | Buy |
17,695
+431
| +2% | +$36.1K | 0.93% | 18 |
|
|
2021
Q3 | $1.28M | Sell |
17,264
-5,298
| -23% | -$392K | 0.91% | 23 |
|
|
2021
Q2 | $1.64M | Buy |
22,562
+382
| +2% | +$27.8K | 1.22% | 16 |
|
|
2021
Q1 | $1.49M | Buy |
22,180
+188
| +0.9% | +$12.7K | 1.22% | 16 |
|
|
2020
Q4 | $1.4M | Buy |
+21,992
| New | +$1.4M | 1.28% | 15 |
|