SkyOak Wealth’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 | $691K | Sell |
6,274
-163
| -3% | -$17.9K | 0.14% | 98 |
|
|
2025
Q1 | $598K | Sell |
6,437
-6
| -0.1% | -$557 | 0.13% | 101 |
|
|
2024
Q4 | $654K | Sell |
6,443
-152
| -2% | -$15.4K | 0.14% | 96 |
|
|
2024
Q3 | $631K | Sell |
6,595
-119
| -2% | -$11.4K | 0.14% | 102 |
|
|
2024
Q2 | $621K | Buy |
6,714
+3,650
| +119% | +$338K | 0.15% | 99 |
|
|
2024
Q1 | $259K | Hold |
3,064
| – | – | 0.06% | 207 |
|
|
2023
Q4 | $230K | Hold |
3,064
| – | – | 0.06% | 214 |
|
|
2023
Q3 | $210K | Buy |
3,064
+48
| +2% | +$3.28K | 0.06% | 213 |
|
|
2023
Q2 | $213K | Buy |
+3,016
| New | +$213K | 0.06% | 213 |
|
|
2022
Q2 | – | Sell |
-3,032
| Closed | -$232K | – | 237 |
|
|
2022
Q1 | $232K | Hold |
3,032
| – | – | 0.06% | 204 |
|
|
2021
Q4 | $254K | Sell |
3,032
-10
| -0.3% | -$838 | 0.06% | 196 |
|
|
2021
Q3 | $225K | Buy |
3,042
+54
| +2% | +$3.99K | 0.06% | 206 |
|
|
2021
Q2 | $217K | Buy |
2,988
+70
| +2% | +$5.08K | 0.06% | 212 |
|
|
2021
Q1 | $204K | Buy |
+2,918
| New | +$204K | 0.06% | 217 |
|