US 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
Q1 | $381K | Hold |
4,107
| – | – | 0.11% | 63 |
|
|
2024
Q4 | $417K | Buy |
4,107
+1
| +0% | +$102 | 0.13% | 60 |
|
|
2024
Q3 | $393K | Buy |
4,106
+1
| +0% | +$96 | 0.12% | 62 |
|
|
2024
Q2 | $380K | Sell |
4,105
-29
| -0.7% | -$2.68K | 0.13% | 60 |
|
|
2024
Q1 | $349K | Sell |
4,134
-349
| -8% | -$29.5K | 0.12% | 57 |
|
|
2023
Q4 | $337K | Sell |
4,483
-117
| -3% | -$8.79K | 0.13% | 57 |
|
|
2023
Q3 | $315K | Hold |
4,600
| – | – | 0.13% | 59 |
|
|
2023
Q2 | $324K | Sell |
4,600
-364
| -7% | -$25.7K | 0.14% | 56 |
|
|
2023
Q1 | $317K | Sell |
4,964
-106
| -2% | -$6.77K | 0.14% | 58 |
|
|
2022
Q4 | $297K | Sell |
5,070
-3,680
| -42% | -$215K | 0.15% | 58 |
|
|
2022
Q3 | $506K | Sell |
8,750
-666
| -7% | -$38.5K | 0.28% | 34 |
|
|
2022
Q2 | $568K | Buy |
9,416
+83
| +0.9% | +$5.01K | 0.32% | 31 |
|
|
2022
Q1 | $713K | Sell |
9,333
-2,763
| -23% | -$211K | 0.34% | 29 |
|
|
2021
Q4 | $1.01M | Buy |
12,096
+93
| +0.8% | +$7.78K | 0.46% | 25 |
|
|
2021
Q3 | $887K | Sell |
12,003
-1,841
| -13% | -$136K | 0.44% | 27 |
|
|
2021
Q2 | $1.01M | Sell |
13,844
-17,412
| -56% | -$1.27M | 0.49% | 27 |
|
|
2021
Q1 | $2.04M | Sell |
31,256
-89,329
| -74% | -$5.82M | 0.57% | 39 |
|
|
2020
Q4 | $7.7M | Buy |
+120,585
| New | +$7.7M | 2.32% | 15 |
|
|
2016
Q2 | – | Sell |
-2,768
| Closed | -$80K | – | 207 |
|
|
2016
Q1 | $80K | Hold |
2,768
| – | – | 0.14% | 69 |
|
|
2015
Q4 | $80K | Buy |
2,768
+1,304
| +89% | +$37.7K | 0.08% | 108 |
|
|
2015
Q3 | $39K | Buy |
1,464
+324
| +28% | +$8.63K | 0.06% | 131 |
|
|
2015
Q2 | $32K | Hold |
1,140
| – | – | 0.03% | 143 |
|
|
2015
Q1 | $32K | Hold |
1,140
| – | – | 0.03% | 154 |
|
|
2014
Q4 | $32K | Buy |
+1,140
| New | +$32K | 0.03% | 144 |
|