Shelton Wealth Management’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 | $291K | Sell |
2,640
-354
| -12% | -$39K | 0.14% | 100 |
|
|
2025
Q1 | $278K | Buy |
2,994
+1
| +0% | +$93 | 0.15% | 101 |
|
|
2024
Q4 | $304K | Buy |
2,993
+1
| +0% | +$102 | 0.16% | 100 |
|
|
2024
Q3 | $287K | Buy |
2,992
+1
| +0% | +$96 | 0.16% | 100 |
|
|
2024
Q2 | $277K | Sell |
2,991
-138
| -4% | -$12.8K | 0.16% | 103 |
|
|
2024
Q1 | $264K | Sell |
3,129
-537
| -15% | -$45.3K | 0.17% | 110 |
|
|
2023
Q4 | $275K | Buy |
3,666
+6
| +0.2% | +$451 | 0.2% | 93 |
|
|
2023
Q3 | $250K | Sell |
3,660
-313
| -8% | -$21.4K | 0.2% | 51 |
|
|
2023
Q2 | $280K | Buy |
3,973
+2
| +0.1% | +$141 | 0.22% | 51 |
|
|
2023
Q1 | $254K | Buy |
3,971
+136
| +4% | +$8.69K | 0.21% | 51 |
|
|
2022
Q4 | $224K | Buy |
3,835
+2
| +0.1% | +$117 | 0.18% | 58 |
|
|
2022
Q3 | $222K | Buy |
3,833
+2
| +0.1% | +$116 | 0.2% | 55 |
|
|
2022
Q2 | $231K | Buy |
3,831
+82
| +2% | +$4.94K | 0.2% | 58 |
|
|
2022
Q1 | $286K | Buy |
3,749
+71
| +2% | +$5.42K | 0.23% | 56 |
|
|
2021
Q4 | $308K | Buy |
+3,678
| New | +$308K | 0.24% | 50 |
|