Total Clarity 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 | $855K | Sell |
7,764
-170
| -2% | -$18.7K | 0.24% | 104 |
|
|
2025
Q1 | $806K | Hold |
7,934
| – | – | 0.26% | 102 |
|
|
2024
Q4 | $806K | Hold |
7,934
| – | – | 0.26% | 102 |
|
|
2024
Q3 | $760K | Sell |
7,934
-512
| -6% | -$49K | 0.24% | 110 |
|
|
2024
Q2 | $782K | Buy |
8,446
+2
| +0% | +$185 | 0.27% | 98 |
|
|
2024
Q1 | $713K | Buy |
+8,444
| New | +$713K | 0.25% | 109 |
|
|
2023
Q2 | – | Sell |
-3,427
| Closed | -$219K | – | 220 |
|
|
2023
Q1 | $219K | Sell |
3,427
-95
| -3% | -$6.07K | 0.12% | 163 |
|
|
2022
Q4 | $206K | Buy |
3,522
+28
| +0.8% | +$1.64K | 0.1% | 213 |
|
|
2022
Q3 | $202K | Sell |
3,494
-38
| -1% | -$2.2K | 0.13% | 219 |
|
|
2022
Q2 | $213K | Sell |
3,532
-36
| -1% | -$2.17K | 0.11% | 189 |
|
|
2022
Q1 | $273K | Sell |
3,568
-211
| -6% | -$16.1K | 0.15% | 172 |
|
|
2021
Q4 | $316K | Buy |
3,779
+205
| +6% | +$17.1K | 0.14% | 152 |
|
|
2021
Q3 | $264K | Sell |
3,574
-113
| -3% | -$8.35K | 0.13% | 183 |
|
|
2021
Q2 | $268K | Hold |
3,687
| – | – | 0.15% | 175 |
|
|
2021
Q1 | $240K | Buy |
+3,687
| New | +$240K | 0.14% | 156 |
|
|
2020
Q1 | – | Sell |
-2,152
| Closed | -$104K | – | 355 |
|
|
2019
Q4 | $104K | Buy |
+2,152
| New | +$104K | 0.08% | 181 |
|