Stiles Financial Services’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 | $364K | Hold |
3,305
| – | – | 0.13% | 131 |
|
|
2025
Q1 | $307K | Hold |
3,305
| – | – | 0.12% | 138 |
|
|
2024
Q4 | $336K | Hold |
3,305
| – | – | 0.12% | 136 |
|
|
2024
Q3 | $316K | Hold |
3,305
| – | – | 0.11% | 141 |
|
|
2024
Q2 | $306K | Hold |
3,305
| – | – | 0.12% | 141 |
|
|
2024
Q1 | $279K | Hold |
3,305
| – | – | 0.11% | 148 |
|
|
2023
Q4 | $248K | Hold |
3,305
| – | – | 0.11% | 150 |
|
|
2023
Q3 | $226K | Hold |
3,305
| – | – | 0.12% | 158 |
|
|
2023
Q2 | $233K | Hold |
3,305
| – | – | 0.12% | 165 |
|
|
2023
Q1 | $211K | Buy |
+3,305
| New | +$211K | 0.11% | 169 |
|
|
2022
Q3 | – | Sell |
-3,505
| Closed | -$212K | – | 177 |
|
|
2022
Q2 | $212K | Hold |
3,505
| – | – | 0.13% | 156 |
|
|
2022
Q1 | $268K | Hold |
3,505
| – | – | 0.13% | 145 |
|
|
2021
Q4 | $293K | Buy |
+3,505
| New | +$293K | 0.14% | 141 |
|