Strategic Financial Concepts’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 | $434K | Sell |
3,946
-727
| -16% | -$80K | 0.06% | 156 |
|
|
2025
Q1 | $434K | Sell |
4,673
-41
| -0.9% | -$3.81K | 0.08% | 195 |
|
|
2024
Q4 | $479K | Buy |
4,714
+525
| +13% | +$53.3K | 0.09% | 182 |
|
|
2024
Q3 | $401K | Sell |
4,189
-347,008
| -99% | -$33.2M | 0.13% | 147 |
|
|
2024
Q2 | $26K | Buy |
351,197
+347,407
| +9,166% | +$25.7K | 0.02% | 305 |
|
|
2024
Q1 | $320K | Buy |
+3,790
| New | +$320K | 0.08% | 217 |
|
|
2023
Q4 | – | Sell |
-3,904
| Closed | -$267K | – | 198 |
|
|
2023
Q3 | $267K | Buy |
3,904
+117
| +3% | +$8.01K | 0.09% | 202 |
|
|
2023
Q2 | $267K | Buy |
3,787
+1
| +0% | +$70 | 0.1% | 186 |
|
|
2023
Q1 | $242K | Buy |
+3,786
| New | +$242K | 0.1% | 187 |
|