Tiemann Investment Advisors’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 | $1.3M | Sell |
11,824
-557
| -4% | -$61.3K | 0.53% | 43 |
|
|
2025
Q1 | $1.15M | Sell |
12,381
-1,204
| -9% | -$112K | 0.52% | 41 |
|
|
2024
Q4 | $1.38M | Sell |
13,585
-537
| -4% | -$54.5K | 0.61% | 39 |
|
|
2024
Q3 | $1.35M | Sell |
14,122
-302
| -2% | -$28.9K | 0.58% | 39 |
|
|
2024
Q2 | $1.33M | Buy |
14,424
+227
| +2% | +$21K | 0.59% | 40 |
|
|
2024
Q1 | $1.2M | Buy |
14,197
+1,109
| +8% | +$93.6K | 0.54% | 43 |
|
|
2023
Q4 | $983K | Sell |
13,088
-450
| -3% | -$33.8K | 0.48% | 48 |
|
|
2023
Q3 | $926K | Sell |
13,538
-27
| -0.2% | -$1.85K | 0.5% | 49 |
|
|
2023
Q2 | $956K | Buy |
13,565
+542
| +4% | +$38.2K | 0.49% | 51 |
|
|
2023
Q1 | $832K | Sell |
13,023
-492
| -4% | -$31.4K | 0.45% | 52 |
|
|
2022
Q4 | $791K | Buy |
13,515
+841
| +7% | +$49.2K | 0.46% | 55 |
|
|
2022
Q3 | $733K | Sell |
12,674
-698
| -5% | -$40.4K | 0.48% | 51 |
|
|
2022
Q2 | $807K | Sell |
13,372
-183
| -1% | -$11K | 0.43% | 62 |
|
|
2022
Q1 | $1.04M | Sell |
13,555
-88
| -0.6% | -$6.72K | 0.48% | 57 |
|
|
2021
Q4 | $1.14M | Sell |
13,643
-204
| -1% | -$17.1K | 0.48% | 55 |
|
|
2021
Q3 | $1.02M | Sell |
13,847
-576
| -4% | -$42.6K | 0.49% | 54 |
|
|
2021
Q2 | $1.05M | Sell |
14,423
-238
| -2% | -$17.3K | 0.49% | 54 |
|
|
2021
Q1 | $955K | Sell |
14,661
-31
| -0.2% | -$2.02K | 0.48% | 56 |
|
|
2020
Q4 | $938K | Sell |
14,692
-220
| -1% | -$14K | 0.5% | 51 |
|
|
2020
Q3 | $861K | Sell |
14,912
-480
| -3% | -$27.7K | 0.53% | 49 |
|
|
2020
Q2 | $798K | Buy |
15,392
+1,748
| +13% | +$90.6K | 0.54% | 50 |
|
|
2020
Q1 | $563K | Buy |
13,644
+1,748
| +15% | +$72.1K | 0.49% | 57 |
|
|
2019
Q4 | $576K | Sell |
11,896
-652
| -5% | -$31.6K | 0.39% | 66 |
|
|
2019
Q3 | $565K | Sell |
12,548
-24
| -0.2% | -$1.08K | 0.41% | 63 |
|
|
2019
Q2 | $563K | Sell |
12,572
-60
| -0.5% | -$2.69K | 0.41% | 66 |
|
|
2019
Q1 | $544K | Sell |
12,632
-12
| -0.1% | -$517 | 0.41% | 65 |
|
|
2018
Q4 | $476K | Sell |
12,644
-136
| -1% | -$5.12K | 0.43% | 63 |
|
|
2018
Q3 | $566K | Sell |
12,780
-300
| -2% | -$13.3K | 0.43% | 61 |
|
|
2018
Q2 | $532K | Sell |
13,080
-1,124
| -8% | -$45.7K | 0.43% | 64 |
|
|
2018
Q1 | $551K | Sell |
14,204
-496
| -3% | -$19.2K | 0.44% | 65 |
|
|
2017
Q4 | $561K | Sell |
14,700
-700
| -5% | -$26.7K | 0.45% | 66 |
|
|
2017
Q3 | $552K | Sell |
15,400
-68
| -0.4% | -$2.44K | 0.47% | 68 |
|
|
2017
Q2 | $529K | Buy |
15,468
+460
| +3% | +$15.7K | 0.47% | 65 |
|
|
2017
Q1 | $493K | Sell |
15,008
-180
| -1% | -$5.91K | 0.46% | 65 |
|
|
2016
Q4 | $462K | Sell |
15,188
-248
| -2% | -$7.54K | 0.45% | 68 |
|
|
2016
Q3 | $469K | Sell |
15,436
-1,440
| -9% | -$43.8K | 0.43% | 76 |
|
|
2016
Q2 | $492K | Buy |
16,876
+920
| +6% | +$26.8K | 0.46% | 72 |
|
|
2016
Q1 | $462K | Sell |
15,956
-1,400
| -8% | -$40.5K | 0.46% | 68 |
|
|
2015
Q4 | $502K | Sell |
17,356
-480
| -3% | -$13.9K | 0.51% | 61 |
|
|
2015
Q3 | $481K | Buy |
17,836
+324
| +2% | +$8.74K | 0.53% | 64 |
|
|
2015
Q2 | $498K | Sell |
17,512
-1,360
| -7% | -$38.7K | 0.51% | 64 |
|
|
2015
Q1 | $538K | Buy |
18,872
+2,412
| +15% | +$68.8K | 0.56% | 59 |
|
|
2014
Q4 | $459K | Sell |
16,460
-1,424
| -8% | -$39.7K | 0.49% | 69 |
|
|
2014
Q3 | $478K | Buy |
17,884
+376
| +2% | +$10.1K | 0.53% | 63 |
|
|
2014
Q2 | $460K | Buy |
17,508
+864
| +5% | +$22.7K | 0.51% | 63 |
|
|
2014
Q1 | $415K | Buy |
16,644
+584
| +4% | +$14.6K | 0.47% | 70 |
|
|
2013
Q4 | $396K | Buy |
+16,060
| New | +$396K | 0.47% | 71 |
|