Tempus Wealth Planning’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 | $1.72M | Buy |
15,660
+222
| +1% | +$24.4K | 0.43% | 62 |
|
|
2025
Q1 | $1.43M | Buy |
15,438
+4,479
| +41% | +$416K | 0.43% | 65 |
|
|
2024
Q4 | $1.11M | Buy |
10,959
+2,391
| +28% | +$243K | 0.34% | 84 |
|
|
2024
Q3 | $820K | Buy |
8,568
+4,100
| +92% | +$393K | 0.3% | 90 |
|
|
2024
Q2 | $413K | Buy |
+4,468
| New | +$413K | 0.17% | 123 |
|
|
2024
Q1 | – | Sell |
-31,924
| Closed | -$2.4M | – | 202 |
|
|
2023
Q4 | $2.4M | Buy |
+31,924
| New | +$2.4M | 1.05% | 22 |
|
|
2023
Q3 | – | Sell |
-29,733
| Closed | -$2.1M | – | 178 |
|
|
2023
Q2 | $2.1M | Buy |
+29,733
| New | +$2.1M | 0.95% | 24 |
|
|
2022
Q1 | – | Sell |
-24,485
| Closed | -$2.05M | – | 144 |
|
|
2021
Q4 | $2.05M | Sell |
24,485
-1,749
| -7% | -$146K | 1.11% | 21 |
|
|
2021
Q3 | $1.94M | Sell |
26,234
-700
| -3% | -$51.7K | 1.1% | 21 |
|
|
2021
Q2 | $1.96M | Buy |
26,934
+43
| +0.2% | +$3.13K | 1.3% | 17 |
|
|
2021
Q1 | $1.75M | Buy |
+26,891
| New | +$1.75M | 1.85% | 15 |
|