Tilson Financial Group’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 | $9.54M | Buy |
86,628
+8,871
| +11% | +$977K | 3.6% | 6 |
|
|
2025
Q1 | $7.22M | Sell |
77,757
-2,588
| -3% | -$240K | 2.86% | 11 |
|
|
2024
Q4 | $8.16M | Sell |
80,345
-575
| -0.7% | -$58.4K | 3.33% | 9 |
|
|
2024
Q3 | $7.75M | Buy |
+80,920
| New | +$7.75M | 3.36% | 9 |
|
|
2024
Q2 | – | Sell |
-84,316
| Closed | -$7.12M | – | 48 |
|
|
2024
Q1 | $7.12M | Sell |
84,316
-1,946
| -2% | -$164K | 3.82% | 8 |
|
|
2023
Q4 | $6.48M | Sell |
86,262
-2,671
| -3% | -$201K | 4.17% | 8 |
|
|
2023
Q3 | $6.09M | Buy |
+88,933
| New | +$6.09M | 4.78% | 5 |
|
|
2023
Q2 | – | Sell |
-93,237
| Closed | -$5.96M | – | 39 |
|
|
2023
Q1 | $5.96M | Buy |
93,237
+653
| +0.7% | +$41.7K | 4.87% | 7 |
|
|
2022
Q4 | $5.42M | Buy |
+92,584
| New | +$5.42M | 4.61% | 7 |
|