SFS
Summit Financial Strategies’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 | $1.43M | Sell |
13,007
-385
| -3% | -$42.4K | 0.13% | 53 |
|
|
2025
Q1 | $1.24M | Hold |
13,392
| – | – | 0.13% | 53 |
|
|
2024
Q4 | $1.36M | Hold |
13,392
| – | – | 0.15% | 52 |
|
|
2024
Q3 | $1.28M | Hold |
13,392
| – | – | 0.14% | 51 |
|
|
2024
Q2 | $1.24M | Hold |
13,392
| – | – | 0.15% | 52 |
|
|
2024
Q1 | $1.13M | Sell |
13,392
-13
| -0.1% | -$1.1K | 0.16% | 49 |
|
|
2023
Q4 | $1.01M | Hold |
13,405
| – | – | 0.15% | 49 |
|
|
2023
Q3 | $917K | Hold |
13,405
| – | – | 0.17% | 45 |
|
|
2023
Q2 | $945K | Hold |
13,405
| – | – | 0.18% | 42 |
|
|
2023
Q1 | $856K | Buy |
13,405
+7,283
| +119% | +$465K | 0.17% | 45 |
|
|
2022
Q4 | $358K | Sell |
6,122
-5,308
| -46% | -$311K | 0.08% | 81 |
|
|
2022
Q3 | $661K | Buy |
11,430
+6,591
| +136% | +$381K | 0.16% | 49 |
|
|
2022
Q2 | $292K | Buy |
4,839
+716
| +17% | +$43.2K | 0.07% | 89 |
|
|
2022
Q1 | $315K | Buy |
4,123
+1,221
| +42% | +$93.3K | 0.06% | 86 |
|
|
2021
Q4 | $243K | Buy |
+2,902
| New | +$243K | 0.05% | 106 |
|