Sprinkle Financial Consultants’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 | $2.45M | Buy |
22,271
+1,798
| +9% | +$198K | 1.5% | 19 |
|
|
2025
Q1 | $1.9M | Buy |
20,473
+2,162
| +12% | +$201K | 1.21% | 23 |
|
|
2024
Q4 | $1.86M | Buy |
18,311
+24
| +0.1% | +$2.44K | 1.27% | 19 |
|
|
2024
Q3 | $1.75M | Sell |
18,287
-54
| -0.3% | -$5.17K | 1.25% | 18 |
|
|
2024
Q2 | $1.7M | Buy |
18,341
+312
| +2% | +$28.9K | 1.34% | 19 |
|
|
2024
Q1 | $1.52M | Sell |
18,029
-475
| -3% | -$40.1K | 1.3% | 19 |
|
|
2023
Q4 | $1.39M | Buy |
+18,504
| New | +$1.39M | 1.41% | 17 |
|