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TFB Advisors’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 | $705K | Sell |
6,399
-326
| -5% | -$35.9K | 0.18% | 133 |
|
|
2025
Q1 | $624K | Sell |
6,725
-1,714
| -20% | -$159K | 0.18% | 133 |
|
|
2024
Q4 | $857K | Sell |
8,439
-230
| -3% | -$23.4K | 0.25% | 93 |
|
|
2024
Q3 | $830K | Buy |
8,669
+184
| +2% | +$17.6K | 0.25% | 95 |
|
|
2024
Q2 | $785K | Sell |
8,485
-1,056
| -11% | -$97.7K | 0.26% | 89 |
|
|
2024
Q1 | $771K | Buy |
9,541
+497
| +5% | +$40.2K | 0.28% | 82 |
|
|
2023
Q4 | $679K | Buy |
+9,044
| New | +$679K | 0.35% | 65 |
|
|
2023
Q3 | – | Sell |
-9,097
| Closed | -$641K | – | 161 |
|
|
2023
Q2 | $641K | Buy |
+9,097
| New | +$641K | 0.28% | 86 |
|