Sax Wealth 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 | $1.98M | Buy |
18,003
+10,572
| +142% | +$1.16M | 0.12% | 101 |
|
|
2025
Q1 | $690K | Buy |
7,431
+1,640
| +28% | +$152K | 0.05% | 179 |
|
|
2024
Q4 | $588K | Buy |
5,791
+6
| +0.1% | +$609 | 0.05% | 175 |
|
|
2024
Q3 | $554K | Buy |
5,785
+6
| +0.1% | +$575 | 0.05% | 143 |
|
|
2024
Q2 | $535K | Buy |
5,779
+4
| +0.1% | +$370 | 0.05% | 138 |
|
|
2024
Q1 | $488K | Buy |
5,775
+4
| +0.1% | +$338 | 0.06% | 117 |
|
|
2023
Q4 | $433K | Buy |
5,771
+26
| +0.5% | +$1.95K | 0.07% | 129 |
|
|
2023
Q3 | $393K | Hold |
5,745
| – | – | 0.08% | 128 |
|
|
2023
Q2 | $405K | Buy |
5,745
+465
| +9% | +$32.8K | 0.08% | 127 |
|
|
2023
Q1 | $337K | Buy |
5,280
+13
| +0.2% | +$831 | 0.07% | 133 |
|
|
2022
Q4 | $308K | Buy |
5,267
+150
| +3% | +$8.78K | 0.07% | 131 |
|
|
2022
Q3 | $296K | Buy |
5,117
+1
| +0% | +$58 | 0.08% | 129 |
|
|
2022
Q2 | $309K | Buy |
5,116
+7
| +0.1% | +$423 | 0.08% | 130 |
|
|
2022
Q1 | $390K | Buy |
5,109
+7
| +0.1% | +$534 | 0.09% | 121 |
|
|
2021
Q4 | $427K | Sell |
5,102
-4,653
| -48% | -$389K | 0.09% | 122 |
|
|
2021
Q3 | $721K | Hold |
9,755
| – | – | 0.17% | 79 |
|
|
2021
Q2 | $709K | Buy |
9,755
+11
| +0.1% | +$799 | 0.24% | 75 |
|
|
2021
Q1 | $634K | Hold |
9,744
| – | – | 0.23% | 79 |
|
|
2020
Q4 | $622K | Buy |
+9,744
| New | +$622K | 0.29% | 63 |
|