Sawyer & Company’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 | $66K | Hold |
600
| – | – | 0.02% | 115 |
|
|
2025
Q1 | $56K | Hold |
600
| – | – | 0.02% | 118 |
|
|
2024
Q4 | $61K | Hold |
600
| – | – | 0.02% | 120 |
|
|
2024
Q3 | $57K | Hold |
600
| – | – | 0.02% | 121 |
|
|
2024
Q2 | $56K | Hold |
600
| – | – | 0.02% | 118 |
|
|
2024
Q1 | $50.7K | Hold |
600
| – | – | 0.02% | 125 |
|
|
2023
Q4 | $45K | Hold |
600
| – | – | 0.02% | 126 |
|
|
2023
Q3 | $41K | Hold |
600
| – | – | 0.02% | 130 |
|
|
2023
Q2 | $42K | Sell |
600
-635
| -51% | -$44.5K | 0.02% | 127 |
|
|
2023
Q1 | $79K | Hold |
1,235
| – | – | 0.04% | 114 |
|
|
2022
Q4 | $72K | Sell |
1,235
-926
| -43% | -$54K | 0.04% | 118 |
|
|
2022
Q3 | $125K | Hold |
2,161
| – | – | 0.07% | 106 |
|
|
2022
Q2 | $130K | Hold |
2,161
| – | – | 0.07% | 108 |
|
|
2022
Q1 | $165K | Hold |
2,161
| – | – | 0.07% | 106 |
|
|
2021
Q4 | $181K | Hold |
2,161
| – | – | 0.08% | 104 |
|
|
2021
Q3 | $160K | Hold |
2,161
| – | – | 0.08% | 104 |
|
|
2021
Q2 | $157K | Sell |
2,161
-235
| -10% | -$17.1K | 0.07% | 106 |
|
|
2021
Q1 | $156K | Hold |
2,396
| – | – | 0.08% | 103 |
|
|
2020
Q4 | $153K | Hold |
2,396
| – | – | 0.08% | 104 |
|
|
2020
Q3 | $138K | Hold |
2,396
| – | – | 0.08% | 104 |
|
|
2020
Q2 | $124K | Sell |
2,396
-2,000
| -45% | -$104K | 0.08% | 107 |
|
|
2020
Q1 | $181K | Hold |
4,396
| – | – | 0.14% | 93 |
|
|
2019
Q4 | $213K | Hold |
4,396
| – | – | 0.14% | 95 |
|
|
2019
Q3 | $198K | Hold |
4,396
| – | – | 0.14% | 93 |
|
|
2019
Q2 | $197K | Hold |
4,396
| – | – | 0.13% | 100 |
|
|
2019
Q1 | $189K | Hold |
4,396
| – | – | 0.12% | 99 |
|
|
2018
Q4 | $166K | Hold |
4,396
| – | – | 0.12% | 100 |
|
|
2018
Q3 | $195K | Hold |
4,396
| – | – | 0.12% | 104 |
|
|
2018
Q2 | $179K | Hold |
4,396
| – | – | 0.12% | 102 |
|
|
2018
Q1 | $170K | Hold |
4,396
| – | – | 0.11% | 100 |
|
|
2017
Q4 | $168K | Buy |
+4,396
| New | +$168K | 0.11% | 102 |
|