Valtinson Bruner Financial Planning’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 | $300K | Buy |
2,728
+294
| +12% | +$32.4K | 0.09% | 110 |
|
|
2025
Q1 | $226K | Buy |
2,434
+407
| +20% | +$37.8K | 0.08% | 127 |
|
|
2024
Q4 | $206K | Buy |
+2,027
| New | +$206K | 0.07% | 142 |
|
|
2022
Q2 | – | Sell |
-33,629
| Closed | -$2.41M | – | 102 |
|
|
2022
Q1 | $2.41M | Buy |
33,629
+3,766
| +13% | +$270K | 1.38% | 25 |
|
|
2021
Q4 | $2.5M | Buy |
29,863
+935
| +3% | +$78.2K | 1.37% | 25 |
|
|
2021
Q3 | $2.26M | Buy |
+28,928
| New | +$2.26M | 1.24% | 26 |
|