TI
tru Independence’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Buy |
6,120
+4
| +0.1% | +$440 | 0.19% | 71 |
|
|
2025
Q1 | $568K | Buy |
6,116
+3
| +0% | +$279 | 0.18% | 73 |
|
|
2024
Q4 | $621K | Buy |
6,113
+4
| +0.1% | +$406 | 0.2% | 68 |
|
|
2024
Q3 | $585K | Sell |
6,109
-110
| -2% | -$10.5K | 0.17% | 73 |
|
|
2024
Q2 | $575K | Sell |
6,219
-226
| -4% | -$20.9K | 0.17% | 71 |
|
|
2024
Q1 | $544K | Sell |
6,445
-280
| -4% | -$23.6K | 0.16% | 74 |
|
|
2023
Q4 | $505K | Sell |
6,725
-75
| -1% | -$5.63K | 0.15% | 78 |
|
|
2023
Q3 | $465K | Hold |
6,800
| – | – | 0.16% | 82 |
|
|
2023
Q2 | $479K | Buy |
6,800
+8
| +0.1% | +$564 | 0.16% | 84 |
|
|
2023
Q1 | $434K | Sell |
6,792
-907
| -12% | -$58K | 0.14% | 87 |
|
|
2022
Q4 | $450K | Sell |
7,699
-723
| -9% | -$42.3K | 0.15% | 87 |
|
|
2022
Q3 | $487K | Buy |
8,422
+50
| +0.6% | +$2.89K | 0.17% | 83 |
|
|
2022
Q2 | $505K | Sell |
8,372
-366
| -4% | -$22.1K | 0.16% | 90 |
|
|
2022
Q1 | $667K | Sell |
8,738
-768
| -8% | -$58.6K | 0.18% | 87 |
|
|
2021
Q4 | $795K | Buy |
9,506
+248
| +3% | +$20.7K | 0.22% | 81 |
|
|
2021
Q3 | $684K | Buy |
+9,258
| New | +$684K | 0.19% | 83 |
|
|
2021
Q2 | – | Sell |
-9,589
| Closed | -$624K | – | 322 |
|
|
2021
Q1 | $624K | Buy |
+9,589
| New | +$624K | 0.12% | 154 |
|
|
2020
Q4 | – | Sell |
-838
| Closed | -$194K | – | 793 |
|
|
2020
Q3 | $194K | Buy |
+838
| New | +$194K | 0.06% | 158 |
|
|
2020
Q1 | – | Sell |
-3,221
| Closed | -$532K | – | 813 |
|
|
2019
Q4 | $532K | Buy |
+3,221
| New | +$532K | 0.08% | 160 |
|