Stordahl Capital Management’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
Q2 | $6.32M | Sell |
45,976
-378
| -0.8% | -$49.9K | 1.16% | 15 |
|
|
2026
Q1 | $5.24M | Sell |
46,354
-1,782
| -4% | -$214K | 1.08% | 15 |
|
|
2025
Q4 | $5.93M | Sell |
48,136
-719
| -1% | -$88K | 1.22% | 14 |
|
|
2025
Q3 | $5.9M | Sell |
48,855
-376
| -0.8% | -$43.2K | 1.24% | 14 |
|
|
2025
Q2 | $5.42M | Buy |
49,231
+1
| +0% | +$99 | 1.2% | 14 |
|
|
2025
Q1 | $4.57M | Buy |
49,230
+31
| +0.1% | +$3.13K | 1.08% | 15 |
|
|
2024
Q4 | $5M | Sell |
49,199
-435
| -0.9% | -$43.4K | 1.18% | 15 |
|
|
2024
Q3 | $4.69M | Buy |
49,634
+578
| +1% | +$53.4K | 1.11% | 15 |
|
|
2024
Q2 | $4.54M | Sell |
49,056
-2,758
| -5% | -$238K | 1.14% | 15 |
|
|
2024
Q1 | $4.38M | Sell |
51,814
-1,783
| -3% | -$143K | 1.1% | 15 |
|
|
2023
Q4 | $4.03M | Sell |
53,597
-627
| -1% | -$44.6K | 1.09% | 16 |
|
|
2023
Q3 | $3.71M | Sell |
54,224
-403
| -0.7% | -$28.5K | 1.12% | 15 |
|
|
2023
Q2 | $3.85M | Buy |
54,627
+81
| +0.1% | +$5.36K | 1.11% | 16 |
|
|
2023
Q1 | $3.48M | Sell |
54,546
-69
| -0.1% | -$4.22K | 1.06% | 16 |
|
|
2022
Q4 | $3.19M | Buy |
54,615
+241
| +0.4% | +$14.5K | 1.05% | 16 |
|
|
2022
Q3 | $3.15M | Sell |
54,374
-616
| -1% | -$40K | 1.14% | 16 |
|
|
2022
Q2 | $3.32M | Sell |
54,990
-165
| -0.3% | -$10.9K | 1.26% | 16 |
|
|
2022
Q1 | $4.21M | Sell |
55,155
-1
| -0% | -$75 | 1.56% | 12 |
|
|
2021
Q4 | $4.62M | Sell |
55,156
-884
| -2% | -$71.2K | 1.72% | 12 |
|
|
2021
Q3 | $4.14M | Sell |
56,040
-412
| -0.7% | -$31.4K | 1.65% | 13 |
|
|
2021
Q2 | $4.11M | Sell |
56,452
-2,571
| -4% | -$178K | 1.66% | 13 |
|
|
2021
Q1 | $3.84M | Sell |
59,023
-1,041
| -2% | -$67.3K | 1.62% | 13 |
|
|
2020
Q4 | $3.83M | Buy |
60,064
+4,568
| +8% | +$277K | 1.74% | 13 |
|
|
2020
Q3 | $3.21M | Sell |
55,496
-1,792
| -3% | -$101K | 1.66% | 13 |
|
|
2020
Q2 | $2.97M | Sell |
57,288
-2,304
| -4% | -$110K | 1.65% | 12 |
|
|
2020
Q1 | $2.37M | Sell |
59,592
-5,812
| -9% | -$275K | 1.46% | 13 |
|
|
2019
Q4 | $3.17M | Sell |
65,404
-872
| -1% | -$40.4K | 1.28% | 17 |
|
|
2019
Q3 | $2.98M | Sell |
66,276
-432
| -0.6% | -$19.5K | 1.19% | 17 |
|
|
2019
Q2 | $3.06M | Sell |
66,708
-684
| -1% | -$30.1K | 1.19% | 17 |
|
|
2019
Q1 | $2.97M | Sell |
67,392
-1,200
| -2% | -$49.2K | 1.21% | 17 |
|
|
2018
Q4 | $2.58M | Buy |
68,592
+116
| +0.2% | +$4.69K | 1.26% | 17 |
|
|
2018
Q3 | $2.84M | Sell |
68,476
-1,892
| -3% | -$81.3K | 1.27% | 17 |
|
|
2018
Q2 | $2.86M | Sell |
70,368
-2,776
| -4% | -$112K | 1.29% | 17 |
|
|
2018
Q1 | $2.84M | Sell |
73,144
-684
| -0.9% | -$27.3K | 1.35% | 17 |
|
|
2017
Q4 | $2.82M | Buy |
+73,828
| New | +$2.76M | 1.34% | 18 |
|
Other funds holding IVW
LI
CCWA
SWP
SHJ
CFS
PWM
ANB
EL
BCM