True Link Financial 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 | $2.43M | Sell |
22,045
-2,133
| -9% | -$235K | 0.17% | 21 |
|
|
2025
Q1 | $2.24M | Buy |
+24,178
| New | +$2.24M | 0.17% | 25 |
|
|
2022
Q1 | – | Sell |
-768
| Closed | -$64K | – | 201 |
|
|
2021
Q4 | $64K | Hold |
768
| – | – | 0.01% | 437 |
|
|
2021
Q3 | $57K | Hold |
768
| – | – | 0.01% | 445 |
|
|
2021
Q2 | $56K | Hold |
768
| – | – | 0.01% | 402 |
|
|
2021
Q1 | $50K | Hold |
768
| – | – | 0.01% | 505 |
|
|
2020
Q4 | $49K | Buy |
+768
| New | +$49K | 0.01% | 549 |
|