Strategic Wealth Partners’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 | $250K | Buy |
+2,275
| New | +$250K | 0.02% | 294 |
|
|
2020
Q3 | – | Sell |
-56,384
| Closed | -$2.93M | – | 157 |
|
|
2020
Q2 | $2.93M | Buy |
+56,384
| New | +$2.93M | 1.51% | 12 |
|
|
2019
Q4 | – | Sell |
-1,308
| Closed | -$3.67K | – | 314 |
|
|
2019
Q3 | $3.67K | Sell |
1,308
-140
| -10% | -$392 | 0.02% | 187 |
|
|
2019
Q2 | $64K | Sell |
1,448
-1,328
| -48% | -$58.7K | 0.03% | 209 |
|
|
2019
Q1 | $121K | Sell |
2,776
-104
| -4% | -$4.53K | 0.06% | 166 |
|
|
2018
Q4 | $116K | Sell |
2,880
-52
| -2% | -$2.09K | 0.06% | 159 |
|
|
2018
Q3 | $130K | Sell |
2,932
-15,168
| -84% | -$673K | 0.07% | 157 |
|
|
2018
Q2 | $736K | Buy |
18,100
+16,360
| +940% | +$665K | 0.43% | 76 |
|
|
2018
Q1 | $67K | Sell |
1,740
-484
| -22% | -$18.6K | 0.03% | 221 |
|
|
2017
Q4 | $84K | Buy |
+2,224
| New | +$84K | 0.05% | 189 |
|