Signet Financial 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 | $3.79M | Sell |
34,424
-152
| -0.4% | -$16.7K | 0.48% | 66 |
|
|
2025
Q1 | $3.21M | Buy |
+34,576
| New | +$3.21M | 0.43% | 77 |
|
|
2022
Q3 | – | Sell |
-3,359
| Closed | -$203K | – | 253 |
|
|
2022
Q2 | $203K | Buy |
3,359
+610
| +22% | +$36.9K | 0.04% | 242 |
|
|
2022
Q1 | $210K | Hold |
2,749
| – | – | 0.04% | 238 |
|
|
2021
Q4 | $230K | Hold |
2,749
| – | – | 0.03% | 235 |
|
|
2021
Q3 | $203K | Buy |
+2,749
| New | +$203K | 0.04% | 248 |
|
|
2018
Q4 | – | Sell |
-1,256
| Closed | -$56K | – | 518 |
|
|
2018
Q3 | $56K | Hold |
1,256
| – | – | 0.01% | 377 |
|
|
2018
Q2 | $51K | Hold |
1,256
| – | – | 0.01% | 388 |
|
|
2018
Q1 | $49K | Buy |
+1,256
| New | +$49K | 0.01% | 359 |
|