Wealth Quarterback’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,551
| Closed | -$244K | – | 126 |
|
|
2024
Q3 | $244K | Sell |
2,551
-22
| -0.9% | -$2.11K | 0.13% | 109 |
|
|
2024
Q2 | $238K | Buy |
+2,573
| New | +$238K | 0.14% | 102 |
|
|
2023
Q3 | – | Sell |
-3,033
| Closed | -$214K | – | 120 |
|
|
2023
Q2 | $214K | Sell |
3,033
-560
| -16% | -$39.5K | 0.15% | 105 |
|
|
2023
Q1 | $230K | Sell |
3,593
-2,383
| -40% | -$152K | 0.19% | 96 |
|
|
2022
Q4 | $350K | Sell |
5,976
-1,095
| -15% | -$64.1K | 0.29% | 75 |
|
|
2022
Q3 | $409K | Sell |
7,071
-393
| -5% | -$22.7K | 0.44% | 59 |
|
|
2022
Q2 | $450K | Buy |
+7,464
| New | +$450K | 0.35% | 66 |
|
|
2021
Q3 | $864K | Sell |
11,895
-225
| -2% | -$16.3K | 0.57% | 38 |
|
|
2021
Q2 | $882K | Buy |
+12,120
| New | +$882K | 0.54% | 43 |
|
|
2020
Q4 | $2.68M | Sell |
42,054
-1,926
| -4% | -$123K | 2.23% | 12 |
|
|
2020
Q3 | $2.28M | Hold |
43,980
| – | – | 2.09% | 12 |
|
|
2020
Q2 | $2.28M | Buy |
43,980
+2,032
| +5% | +$105K | 2.09% | 12 |
|
|
2020
Q1 | $1.71M | Buy |
41,948
+17,404
| +71% | +$708K | 1.57% | 13 |
|
|
2019
Q4 | $1.19M | Buy |
+24,544
| New | +$1.19M | 1.03% | 24 |
|