SCM
Stordahl Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.42M | Buy |
49,231
+1
| +0% | +$110 | 1.2% | 14 |
|
|
2025
Q1 | $4.57M | Buy |
49,230
+31
| +0.1% | +$2.88K | 1.08% | 15 |
|
|
2024
Q4 | $5M | Sell |
49,199
-435
| -0.9% | -$44.2K | 1.18% | 15 |
|
|
2024
Q3 | $4.69M | Buy |
49,634
+578
| +1% | +$54.6K | 1.11% | 15 |
|
|
2024
Q2 | $4.54M | Sell |
49,056
-2,758
| -5% | -$255K | 1.14% | 15 |
|
|
2024
Q1 | $4.38M | Sell |
51,814
-1,783
| -3% | -$151K | 1.1% | 15 |
|
|
2023
Q4 | $4.03M | Sell |
53,597
-627
| -1% | -$47.1K | 1.09% | 16 |
|
|
2023
Q3 | $3.71M | Sell |
54,224
-403
| -0.7% | -$27.6K | 1.12% | 15 |
|
|
2023
Q2 | $3.85M | Buy |
54,627
+81
| +0.1% | +$5.71K | 1.11% | 16 |
|
|
2023
Q1 | $3.48M | Sell |
54,546
-69
| -0.1% | -$4.41K | 1.06% | 16 |
|
|
2022
Q4 | $3.19M | Buy |
54,615
+241
| +0.4% | +$14.1K | 1.05% | 16 |
|
|
2022
Q3 | $3.15M | Sell |
54,374
-616
| -1% | -$35.6K | 1.14% | 16 |
|
|
2022
Q2 | $3.32M | Sell |
54,990
-165
| -0.3% | -$9.96K | 1.26% | 16 |
|
|
2022
Q1 | $4.21M | Sell |
55,155
-1
| -0% | -$76 | 1.56% | 12 |
|
|
2021
Q4 | $4.62M | Sell |
55,156
-884
| -2% | -$74K | 1.72% | 12 |
|
|
2021
Q3 | $4.14M | Sell |
56,040
-412
| -0.7% | -$30.5K | 1.65% | 13 |
|
|
2021
Q2 | $4.11M | Sell |
56,452
-2,571
| -4% | -$187K | 1.66% | 13 |
|
|
2021
Q1 | $3.84M | Sell |
59,023
-1,041
| -2% | -$67.8K | 1.62% | 13 |
|
|
2020
Q4 | $3.83M | Buy |
60,064
+46,190
| +333% | +$2.95M | 1.74% | 13 |
|
|
2020
Q3 | $3.21M | Sell |
13,874
-448
| -3% | -$104K | 1.66% | 13 |
|
|
2020
Q2 | $2.97M | Sell |
14,322
-576
| -4% | -$120K | 1.65% | 12 |
|
|
2020
Q1 | $2.37M | Sell |
14,898
-1,453
| -9% | -$231K | 1.46% | 13 |
|
|
2019
Q4 | $3.17M | Sell |
16,351
-218
| -1% | -$42.2K | 1.28% | 17 |
|
|
2019
Q3 | $2.98M | Sell |
16,569
-108
| -0.6% | -$19.4K | 1.19% | 17 |
|
|
2019
Q2 | $3.07M | Sell |
16,677
-171
| -1% | -$31.4K | 1.19% | 17 |
|
|
2019
Q1 | $2.97M | Sell |
16,848
-300
| -2% | -$52.9K | 1.21% | 17 |
|
|
2018
Q4 | $2.58M | Buy |
17,148
+29
| +0.2% | +$4.37K | 1.26% | 17 |
|
|
2018
Q3 | $2.84M | Sell |
17,119
-473
| -3% | -$78.5K | 1.27% | 17 |
|
|
2018
Q2 | $2.86M | Sell |
17,592
-694
| -4% | -$113K | 1.29% | 17 |
|
|
2018
Q1 | $2.84M | Sell |
18,286
-171
| -0.9% | -$26.5K | 1.35% | 17 |
|
|
2017
Q4 | $2.82M | Buy |
+18,457
| New | +$2.82M | 1.34% | 18 |
|