Sterling Financial Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.8M | Buy |
148,706
+2,844
| +2% | +$342K | 4.99% | 5 |
|
|
2025
Q4 | $18M | Sell |
145,862
-2,237
| -2% | -$274K | 5.42% | 4 |
|
|
2025
Q3 | $17.9M | Sell |
148,099
-7,441
| -5% | -$856K | 5.64% | 3 |
|
|
2025
Q2 | $17.1M | Buy |
155,540
+1,165
| +0.8% | +$115K | 5.72% | 3 |
|
|
2025
Q1 | $14.3M | Buy |
154,375
+1,107
| +0.7% | +$112K | 5.2% | 5 |
|
|
2024
Q4 | $15.6M | Sell |
153,268
-2,305
| -1% | -$230K | 5.73% | 3 |
|
|
2024
Q3 | $14.9M | Sell |
155,573
-1,968
| -1% | -$182K | 5.49% | 5 |
|
|
2024
Q2 | $14.6M | Sell |
157,541
-6,703
| -4% | -$578K | 5.92% | 2 |
|
|
2024
Q1 | $13.9M | Sell |
164,244
-8,446
| -5% | -$679K | 5.62% | 5 |
|
|
2023
Q4 | $13M | Sell |
172,690
-1,439
| -0.8% | -$102K | 5.61% | 4 |
|
|
2023
Q3 | $11.9M | Sell |
174,129
-33
| -0% | -$2.33K | 6.1% | 3 |
|
|
2023
Q2 | $12.3M | Buy |
174,162
+16,586
| +11% | +$1.1M | 6.08% | 3 |
|
|
2023
Q1 | $10.1M | Buy |
157,576
+13,849
| +10% | +$847K | 5.46% | 5 |
|
|
2022
Q4 | $8.41M | Buy |
143,727
+4,785
| +3% | +$287K | 5.02% | 6 |
|
|
2022
Q3 | $8.04M | Buy |
138,942
+7,687
| +6% | +$499K | 5.64% | 5 |
|
|
2022
Q2 | $7.92M | Buy |
131,255
+4,095
| +3% | +$271K | 5.57% | 5 |
|
|
2022
Q1 | $9.71M | Buy |
127,160
+4,439
| +4% | +$333K | 6.11% | 3 |
|
|
2021
Q4 | $10.3M | Sell |
122,721
-2,063
| -2% | -$166K | 6.42% | 2 |
|
|
2021
Q3 | $9.22M | Buy |
124,784
+216
| +0.2% | +$16.5K | 5.87% | 3 |
|
|
2021
Q2 | $9.06M | Buy |
124,568
+3,558
| +3% | +$246K | 5.88% | 3 |
|
|
2021
Q1 | $7.88M | Buy |
121,010
+1,861
| +2% | +$120K | 5.62% | 4 |
|
|
2020
Q4 | $7.6M | Buy |
+119,149
| New | +$7.22M | 6.12% | 3 |
|
Other funds holding IVW
