United Services Automobile Association’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.44M | Sell |
39,275
-20,474
| -34% | -$2.46M | 0.52% | 11 |
|
|
2025
Q4 | $7.36M | Sell |
59,749
-3,049
| -5% | -$373K | 0.47% | 15 |
|
|
2025
Q3 | $7.58M | Buy |
62,798
+15,632
| +33% | +$1.8M | 0.53% | 15 |
|
|
2025
Q2 | $5.19M | Sell |
47,166
-47,166
| -50% | -$4.67M | 0.54% | 14 |
|
|
2025
Q1 | $8.74M | Buy |
94,332
+47,166
| +100% | +$4.75M | 0.27% | 57 |
|
|
2024
Q4 | $4.79M | Sell |
47,166
-1,790
| -4% | -$179K | 0.16% | 86 |
|
|
2024
Q3 | $4.69M | Buy |
48,956
+2,963
| +6% | +$274K | 0.12% | 93 |
|
|
2024
Q2 | $4.26M | Buy |
45,993
+19,095
| +71% | +$1.65M | 0.11% | 103 |
|
|
2024
Q1 | $2.27M | Buy |
26,898
+475
| +2% | +$38.2K | 0.06% | 147 |
|
|
2023
Q4 | $1.98M | Hold |
26,423
| – | – | 0.04% | 163 |
|
|
2023
Q3 | $1.81M | Hold |
26,423
| – | – | 0.05% | 164 |
|
|
2023
Q2 | $1.86M | Buy |
26,423
+623
| +2% | +$41.2K | 0.05% | 158 |
|
|
2023
Q1 | $1.65M | Hold |
25,800
| – | – | 0.05% | 166 |
|
|
2022
Q4 | $1.51M | Sell |
25,800
-15,398
| -37% | -$925K | 0.03% | 230 |
|
|
2022
Q3 | $2.38M | Hold |
41,198
| – | – | 0.07% | 181 |
|
|
2022
Q2 | $2.49M | Sell |
41,198
-260,151
| -86% | -$17.2M | 0.06% | 180 |
|
|
2022
Q1 | $3.39M | Buy |
301,349
+228,322
| +313% | +$17.2M | 0.06% | 101 |
|
|
2021
Q4 | $6.11M | Sell |
73,027
-18,121
| -20% | -$1.46M | 0.1% | 83 |
|
|
2021
Q3 | $6.74M | Sell |
91,148
-37,462
| -29% | -$2.86M | 0.12% | 80 |
|
|
2021
Q2 | $9.35M | Sell |
128,610
-15,743
| -11% | -$1.09M | 0.17% | 68 |
|
|
2021
Q1 | $9.4M | Buy |
144,353
+601
| +0.4% | +$38.9K | 0.17% | 81 |
|
|
2020
Q4 | $9.17M | Buy |
143,752
+216
| +0.2% | +$13.1K | 0.16% | 87 |
|
|
2020
Q3 | $8.29M | Hold |
143,536
| – | – | 0.16% | 84 |
|
|
2020
Q2 | $7.45M | Sell |
143,536
-6,376
| -4% | -$306K | 0.16% | 77 |
|
|
2020
Q1 | $6.17M | Buy |
149,912
+25,148
| +20% | +$1.19M | 0.08% | 122 |
|
|
2019
Q4 | $6.04M | Sell |
124,764
-14,472
| -10% | -$671K | 0.07% | 144 |
|
|
2019
Q3 | $6.27M | Sell |
139,236
-20,988
| -13% | -$949K | 0.08% | 143 |
|
|
2019
Q2 | $7.18M | Sell |
160,224
-12,512
| -7% | -$550K | 0.02% | 665 |
|
|
2019
Q1 | $7.44M | Sell |
172,736
-4,080
| -2% | -$167K | 0.02% | 635 |
|
|
2018
Q4 | $6.66M | Sell |
176,816
-17,932
| -9% | -$726K | 0.02% | 645 |
|
|
2018
Q3 | $8.62M | Sell |
194,748
-26,776
| -12% | -$1.15M | 0.02% | 629 |
|
|
2018
Q2 | $9M | Hold |
221,524
| – | – | 0.02% | 591 |
|
|
2018
Q1 | $8.59M | Hold |
221,524
| – | – | 0.02% | 592 |
|
|
2017
Q4 | $8.46M | Hold |
221,524
| – | – | 0.02% | 599 |
|
|
2017
Q3 | $7.94M | Hold |
221,524
| – | – | 0.02% | 616 |
|
|
2017
Q2 | $7.58M | Buy |
221,524
+40,064
| +22% | +$1.36M | 0.02% | 616 |
|
|
2017
Q1 | $5.97M | Hold |
181,460
| – | – | 0.02% | 678 |
|
|
2016
Q4 | $5.53M | Hold |
181,460
| – | – | 0.02% | 707 |
|
|
2016
Q3 | $5.52M | Sell |
181,460
-24,404
| -12% | -$740K | 0.02% | 675 |
|
|
2016
Q2 | $6M | Sell |
205,864
-696
| -0.3% | -$20.2K | 0.02% | 634 |
|
|
2016
Q1 | $5.99M | Buy |
206,560
+696
| +0.3% | +$19.1K | 0.02% | 638 |
|
|
2015
Q4 | $5.96M | Hold |
205,864
| – | – | 0.02% | 637 |
|
|
2015
Q3 | $5.55M | Buy |
205,864
+4,416
| +2% | +$126K | 0.02% | 653 |
|
|
2015
Q2 | $5.73M | Buy |
201,448
+49,676
| +33% | +$1.44M | 0.02% | 690 |
|
|
2015
Q1 | $4.32M | Buy |
151,772
+17,476
| +13% | +$496K | 0.02% | 757 |
|
|
2014
Q4 | $3.75M | Buy |
134,296
+38,772
| +41% | +$1.06M | 0.01% | 790 |
|
|
2014
Q3 | $2.55M | Buy |
95,524
+12,208
| +15% | +$325K | 0.01% | 883 |
|
|
2014
Q2 | $2.19M | Buy |
83,316
+16,368
| +24% | +$415K | 0.01% | 919 |
|
|
2014
Q1 | $1.67M | Hold |
66,948
| – | – | 0.01% | 988 |
|
|
2013
Q4 | $1.65M | Sell |
66,948
-35,236
| -34% | -$830K | 0.01% | 989 |
|
|
2013
Q3 | $2.28M | Sell |
102,184
-8
| -0% | -$177 | 0.01% | 890 |
|
|
2013
Q2 | $2.15M | Buy |
+102,192
| New | +$2.17M | 0.01% | 850 |
|
Other funds holding IVW
