Toth Financial Advisory’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 | $11.5K | Sell |
104
-85
| -45% | -$9.36K | ﹤0.01% | 473 |
|
|
2025
Q1 | $17.5K | Hold |
189
| – | – | ﹤0.01% | 407 |
|
|
2024
Q4 | $19.2K | Hold |
189
| – | – | ﹤0.01% | 396 |
|
|
2024
Q3 | $18.1K | Hold |
189
| – | – | ﹤0.01% | 397 |
|
|
2024
Q2 | $17.5K | Hold |
189
| – | – | ﹤0.01% | 406 |
|
|
2024
Q1 | $16K | Sell |
189
-84
| -31% | -$7.09K | ﹤0.01% | 408 |
|
|
2023
Q4 | $20.5K | Hold |
273
| – | – | ﹤0.01% | 387 |
|
|
2023
Q3 | $18.7K | Hold |
273
| – | – | ﹤0.01% | 378 |
|
|
2023
Q2 | $19.2K | Buy |
273
+84
| +44% | +$5.92K | ﹤0.01% | 394 |
|
|
2023
Q1 | $12.1K | Hold |
189
| – | – | ﹤0.01% | 437 |
|
|
2022
Q4 | $11.1K | Hold |
189
| – | – | ﹤0.01% | 431 |
|
|
2022
Q3 | $11K | Sell |
189
-10
| -5% | -$582 | ﹤0.01% | 437 |
|
|
2022
Q2 | $12K | Hold |
199
| – | – | ﹤0.01% | 417 |
|
|
2022
Q1 | $15K | Hold |
199
| – | – | ﹤0.01% | 411 |
|
|
2021
Q4 | $17K | Hold |
199
| – | – | ﹤0.01% | 414 |
|
|
2021
Q3 | $15K | Hold |
199
| – | – | ﹤0.01% | 430 |
|
|
2021
Q2 | $14K | Hold |
199
| – | – | ﹤0.01% | 415 |
|
|
2021
Q1 | $13K | Sell |
199
-69
| -26% | -$4.51K | ﹤0.01% | 431 |
|
|
2020
Q4 | $17K | Hold |
268
| – | – | ﹤0.01% | 358 |
|
|
2020
Q3 | $15K | Hold |
268
| – | – | ﹤0.01% | 339 |
|
|
2020
Q2 | $14K | Hold |
268
| – | – | ﹤0.01% | 312 |
|
|
2020
Q1 | $11K | Sell |
268
-40
| -13% | -$1.64K | ﹤0.01% | 266 |
|
|
2019
Q4 | $15K | Sell |
308
-64
| -17% | -$3.12K | ﹤0.01% | 277 |
|
|
2019
Q3 | $17K | Hold |
372
| – | – | ﹤0.01% | 283 |
|
|
2019
Q2 | $17K | Hold |
372
| – | – | ﹤0.01% | 283 |
|
|
2019
Q1 | $16K | Hold |
372
| – | – | ﹤0.01% | 277 |
|
|
2018
Q4 | $14K | Hold |
372
| – | – | ﹤0.01% | 262 |
|
|
2018
Q3 | $16K | Hold |
372
| – | – | ﹤0.01% | 279 |
|
|
2018
Q2 | $15K | Hold |
372
| – | – | ﹤0.01% | 284 |
|
|
2018
Q1 | $14K | Hold |
372
| – | – | ﹤0.01% | 297 |
|
|
2017
Q4 | $14K | Buy |
+372
| New | +$14K | ﹤0.01% | 295 |
|