Schoolcraft Capital’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 | $241K | Sell |
2,185
-1,594
| -42% | -$176K | 0.05% | 63 |
|
|
2025
Q1 | $351K | Sell |
3,779
-191
| -5% | -$17.7K | 0.07% | 59 |
|
|
2024
Q4 | $403K | Hold |
3,970
| – | – | 0.08% | 55 |
|
|
2024
Q3 | $380K | Sell |
3,970
-621
| -14% | -$59.5K | 0.08% | 57 |
|
|
2024
Q2 | $425K | Sell |
4,591
-221
| -5% | -$20.5K | 0.09% | 50 |
|
|
2024
Q1 | $406K | Buy |
4,812
+221
| +5% | +$18.7K | 0.1% | 47 |
|
|
2023
Q4 | $345K | Hold |
4,591
| – | – | 0.09% | 50 |
|
|
2023
Q3 | $314K | Sell |
4,591
-49
| -1% | -$3.35K | 0.09% | 55 |
|
|
2023
Q2 | $327K | Hold |
4,640
| – | – | 0.09% | 53 |
|
|
2023
Q1 | $296K | Hold |
4,640
| – | – | 0.09% | 51 |
|
|
2022
Q4 | $271K | Hold |
4,640
| – | – | 0.08% | 50 |
|
|
2022
Q3 | $268K | Hold |
4,640
| – | – | 0.09% | 49 |
|
|
2022
Q2 | $280K | Sell |
4,640
-336
| -7% | -$20.3K | 0.09% | 44 |
|
|
2022
Q1 | $380K | Hold |
4,976
| – | – | 0.12% | 41 |
|
|
2021
Q4 | $416K | Hold |
4,976
| – | – | 0.13% | 38 |
|
|
2021
Q3 | $368K | Hold |
4,976
| – | – | 0.12% | 39 |
|
|
2021
Q2 | $362K | Hold |
4,976
| – | – | 0.13% | 41 |
|
|
2021
Q1 | $324K | Buy |
+4,976
| New | +$324K | 0.13% | 41 |
|
|
2020
Q1 | – | Sell |
-14,276
| Closed | -$691K | – | 64 |
|
|
2019
Q4 | $691K | Buy |
14,276
+88
| +0.6% | +$4.26K | 0.35% | 31 |
|
|
2019
Q3 | $639K | Buy |
+14,188
| New | +$639K | 0.37% | 30 |
|