TFO 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 | $481K | Buy |
4,370
+239
| +6% | +$26.3K | 0.08% | 33 |
|
|
2025
Q1 | $383K | Buy |
+4,131
| New | +$383K | 0.08% | 29 |
|
|
2024
Q4 | – | Sell |
-4,692
| Closed | -$449K | – | 19 |
|
|
2024
Q3 | $449K | Sell |
4,692
-2,765
| -37% | -$265K | 0.08% | 28 |
|
|
2024
Q2 | $690K | Sell |
7,457
-399
| -5% | -$36.9K | 0.13% | 26 |
|
|
2024
Q1 | $663K | Sell |
7,856
-328
| -4% | -$27.7K | 0.13% | 24 |
|
|
2023
Q4 | $615K | Sell |
8,184
-494
| -6% | -$37.1K | 0.13% | 26 |
|
|
2023
Q3 | $612K | Hold |
8,678
| – | – | 0.13% | 28 |
|
|
2023
Q2 | $612K | Buy |
8,678
+2
| +0% | +$141 | 0.13% | 27 |
|
|
2023
Q1 | $554K | Buy |
8,676
+8,629
| +18,360% | +$551K | 0.12% | 27 |
|
|
2022
Q4 | $2.11K | Sell |
47
-8,638
| -99% | -$387K | ﹤0.01% | 248 |
|
|
2022
Q3 | $502K | Hold |
8,685
| – | – | 0.13% | 26 |
|
|
2022
Q2 | $524K | Sell |
8,685
-200
| -2% | -$12.1K | 0.12% | 27 |
|
|
2022
Q1 | $679K | Sell |
8,885
-176
| -2% | -$13.5K | 0.13% | 24 |
|
|
2021
Q4 | $748K | Sell |
9,061
-138
| -2% | -$11.4K | 0.14% | 24 |
|
|
2021
Q3 | $680K | Sell |
9,199
-342
| -4% | -$25.3K | 0.13% | 22 |
|
|
2021
Q2 | $695K | Sell |
9,541
-2,538
| -21% | -$185K | 0.14% | 21 |
|
|
2021
Q1 | $786K | Sell |
12,079
-457
| -4% | -$29.7K | 0.24% | 18 |
|
|
2020
Q4 | $800K | Buy |
12,536
+2,108
| +20% | +$135K | 0.25% | 17 |
|
|
2020
Q3 | $602K | Sell |
10,428
-248
| -2% | -$14.3K | 0.23% | 17 |
|
|
2020
Q2 | $554K | Sell |
10,676
-752
| -7% | -$39K | 0.22% | 19 |
|
|
2020
Q1 | $471K | Hold |
11,428
| – | – | 0.2% | 22 |
|
|
2019
Q4 | $553K | Buy |
+11,428
| New | +$553K | 0.51% | 16 |
|