Thrive Wealth Management’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 | $1.09M | Sell |
9,924
-143
| -1% | -$15.7K | 0.18% | 64 |
|
|
2025
Q1 | $935K | Sell |
10,067
-15
| -0.1% | -$1.39K | 0.18% | 73 |
|
|
2024
Q4 | $1.02M | Buy |
10,082
+1,288
| +15% | +$131K | 0.18% | 62 |
|
|
2024
Q3 | $842K | Buy |
8,794
+1
| +0% | +$96 | 0.15% | 80 |
|
|
2024
Q2 | $814K | Buy |
8,793
+14
| +0.2% | +$1.3K | 0.16% | 78 |
|
|
2024
Q1 | $741K | Buy |
8,779
+808
| +10% | +$68.2K | 0.15% | 83 |
|
|
2023
Q4 | $599K | Sell |
7,971
-19
| -0.2% | -$1.43K | 0.13% | 96 |
|
|
2023
Q3 | $547K | Sell |
7,990
-3
| -0% | -$205 | 0.15% | 90 |
|
|
2023
Q2 | $563K | Buy |
7,993
+101
| +1% | +$7.12K | 0.15% | 90 |
|
|
2023
Q1 | $504K | Buy |
+7,892
| New | +$504K | 0.13% | 99 |
|
|
2022
Q1 | – | Sell |
-2,409
| Closed | -$202K | – | 158 |
|
|
2021
Q4 | $202K | Buy |
+2,409
| New | +$202K | 0.07% | 142 |
|