Sunflower Bank’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
Q1 | – | Sell |
-2,004
| Closed | -$203K | – | 129 |
|
|
2024
Q4 | $203K | Sell |
2,004
-1,922
| -49% | -$195K | 0.06% | 127 |
|
|
2024
Q3 | $376K | Hold |
3,926
| – | – | 0.1% | 88 |
|
|
2024
Q2 | $363K | Sell |
3,926
-522
| -12% | -$48.3K | 0.09% | 81 |
|
|
2024
Q1 | $376K | Hold |
4,448
| – | – | 0.08% | 80 |
|
|
2023
Q4 | $334K | Sell |
4,448
-1,151
| -21% | -$86.4K | 0.08% | 91 |
|
|
2023
Q3 | $383K | Hold |
5,599
| – | – | 0.09% | 73 |
|
|
2023
Q2 | $395K | Hold |
5,599
| – | – | 0.09% | 74 |
|
|
2023
Q1 | $358K | Hold |
5,599
| – | – | 0.08% | 79 |
|
|
2022
Q4 | $328K | Sell |
5,599
-286
| -5% | -$16.8K | 0.07% | 84 |
|
|
2022
Q3 | $340K | Hold |
5,885
| – | – | 0.08% | 88 |
|
|
2022
Q2 | $355K | Hold |
5,885
| – | – | 0.07% | 104 |
|
|
2022
Q1 | $449K | Sell |
5,885
-1,600
| -21% | -$122K | 0.06% | 126 |
|
|
2021
Q4 | $626K | Hold |
7,485
| – | – | 0.08% | 100 |
|
|
2021
Q3 | $553K | Hold |
7,485
| – | – | 0.08% | 105 |
|
|
2021
Q2 | $545K | Sell |
7,485
-180
| -2% | -$13.1K | 0.08% | 111 |
|
|
2021
Q1 | $499K | Sell |
7,665
-275
| -3% | -$17.9K | 0.08% | 112 |
|
|
2020
Q4 | $507K | Buy |
+7,940
| New | +$507K | 0.09% | 111 |
|