Wealthcare Advisory Partners’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 | $2.32M | Buy |
21,070
+202
| +1% | +$22.2K | 0.05% | 295 |
|
|
2025
Q1 | $1.94M | Sell |
20,868
-585
| -3% | -$54.3K | 0.05% | 290 |
|
|
2024
Q4 | $2.18M | Buy |
21,453
+1,851
| +9% | +$188K | 0.06% | 255 |
|
|
2024
Q3 | $1.88M | Sell |
19,602
-1,080
| -5% | -$103K | 0.05% | 284 |
|
|
2024
Q2 | $1.91M | Buy |
20,682
+108
| +0.5% | +$9.99K | 0.06% | 244 |
|
|
2024
Q1 | $1.74M | Sell |
20,574
-18,095
| -47% | -$1.53M | 0.06% | 254 |
|
|
2023
Q4 | $2.9M | Buy |
38,669
+5,403
| +16% | +$406K | 0.12% | 146 |
|
|
2023
Q3 | $2.28M | Buy |
33,266
+8,266
| +33% | +$566K | 0.1% | 155 |
|
|
2023
Q2 | $1.76M | Sell |
25,000
-2,905
| -10% | -$205K | 0.08% | 199 |
|
|
2023
Q1 | $1.78M | Buy |
27,905
+828
| +3% | +$52.9K | 0.08% | 194 |
|
|
2022
Q4 | $1.58M | Sell |
27,077
-694
| -2% | -$40.6K | 0.08% | 198 |
|
|
2022
Q3 | $1.61M | Buy |
27,771
+1,852
| +7% | +$107K | 0.09% | 163 |
|
|
2022
Q2 | $1.56M | Buy |
25,919
+10,823
| +72% | +$653K | 0.09% | 144 |
|
|
2022
Q1 | $1.15M | Buy |
15,096
+6,424
| +74% | +$491K | 0.07% | 170 |
|
|
2021
Q4 | $726K | Sell |
8,672
-1,250
| -13% | -$105K | 0.04% | 249 |
|
|
2021
Q3 | $733K | Sell |
9,922
-285
| -3% | -$21.1K | 0.05% | 245 |
|
|
2021
Q2 | $742K | Buy |
10,207
+155
| +2% | +$11.3K | 0.05% | 238 |
|
|
2021
Q1 | $654K | Buy |
10,052
+403
| +4% | +$26.2K | 0.05% | 244 |
|
|
2020
Q4 | $616K | Buy |
9,649
+417
| +5% | +$26.6K | 0.05% | 202 |
|
|
2020
Q3 | $533K | Buy |
9,232
+1,904
| +26% | +$110K | 0.06% | 192 |
|
|
2020
Q2 | $380K | Sell |
7,328
-316
| -4% | -$16.4K | 0.05% | 213 |
|
|
2020
Q1 | $315K | Sell |
7,644
-160
| -2% | -$6.59K | 0.05% | 210 |
|
|
2019
Q4 | $378K | Buy |
7,804
+1,748
| +29% | +$84.7K | 0.05% | 208 |
|
|
2019
Q3 | $273K | Buy |
6,056
+164
| +3% | +$7.39K | 0.04% | 227 |
|
|
2019
Q2 | $264K | Sell |
5,892
-1,044
| -15% | -$46.8K | 0.04% | 227 |
|
|
2019
Q1 | $299K | Sell |
6,936
-244
| -3% | -$10.5K | 0.05% | 186 |
|
|
2018
Q4 | $271K | Sell |
7,180
-1,364
| -16% | -$51.5K | 0.05% | 170 |
|
|
2018
Q3 | $378K | Sell |
8,544
-500
| -6% | -$22.1K | 0.07% | 152 |
|
|
2018
Q2 | $368K | Buy |
9,044
+2,232
| +33% | +$90.8K | 0.07% | 149 |
|
|
2018
Q1 | $264K | Sell |
6,812
-180
| -3% | -$6.98K | 0.06% | 169 |
|
|
2017
Q4 | $267K | Buy |
6,992
+924
| +15% | +$35.3K | 0.07% | 146 |
|
|
2017
Q3 | $218K | Buy |
+6,068
| New | +$218K | 0.06% | 141 |
|
|
2016
Q3 | – | Sell |
-256
| Closed | -$7K | – | 109 |
|
|
2016
Q2 | $7K | Buy |
+256
| New | +$7K | ﹤0.01% | 85 |
|