Tyler-Stone 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 | $3.78M | Buy |
34,297
+10
| +0% | +$1.1K | 0.61% | 36 |
|
|
2025
Q1 | $3.18M | Buy |
34,287
+11
| +0% | +$1.02K | 0.57% | 39 |
|
|
2024
Q4 | $3.48M | Sell |
34,276
-47
| -0.1% | -$4.77K | 0.62% | 37 |
|
|
2024
Q3 | $3.29M | Buy |
34,323
+16,869
| +97% | +$1.62M | 0.62% | 34 |
|
|
2024
Q2 | $1.62M | Sell |
17,454
-132
| -0.8% | -$12.2K | 0.66% | 34 |
|
|
2024
Q1 | $1.48M | Buy |
17,586
+3
| +0% | +$253 | 0.66% | 34 |
|
|
2023
Q4 | $1.32M | Buy |
17,583
+153
| +0.9% | +$11.5K | 0.66% | 35 |
|
|
2023
Q3 | $1.19M | Hold |
17,430
| – | – | 0.68% | 33 |
|
|
2023
Q2 | $1.23M | Buy |
+17,430
| New | +$1.23M | 0.69% | 32 |
|
|
2022
Q4 | $962K | Buy |
16,437
+3,030
| +23% | +$177K | 0.65% | 37 |
|
|
2022
Q3 | $776K | Sell |
13,407
-5,574
| -29% | -$323K | 0.59% | 36 |
|
|
2022
Q2 | $1.15M | Buy |
18,981
+7,401
| +64% | +$447K | 0.76% | 32 |
|
|
2022
Q1 | $884K | Hold |
11,580
| – | – | 0.49% | 43 |
|
|
2021
Q4 | $969K | Buy |
+11,580
| New | +$969K | 0.51% | 44 |
|