WealthPlan Investment Management’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 | $3.29M | Buy |
29,875
+10,474
| +54% | +$1.15M | 0.24% | 99 |
|
|
2025
Q1 | $1.8M | Buy |
19,401
+1,817
| +10% | +$169K | 0.18% | 107 |
|
|
2024
Q4 | $1.79M | Sell |
17,584
-4,033
| -19% | -$409K | 0.18% | 107 |
|
|
2024
Q3 | $2.07M | Buy |
21,617
+18,359
| +564% | +$1.76M | 0.21% | 99 |
|
|
2024
Q2 | $302K | Buy |
3,258
+2
| +0.1% | +$185 | 0.05% | 150 |
|
|
2024
Q1 | $275K | Sell |
3,256
-181
| -5% | -$15.3K | 0.04% | 160 |
|
|
2023
Q4 | $258K | Sell |
3,437
-270
| -7% | -$20.3K | 0.04% | 165 |
|
|
2023
Q3 | $254K | Buy |
3,707
+1,079
| +41% | +$73.8K | 0.04% | 154 |
|
|
2023
Q2 | $185K | Sell |
2,628
-905
| -26% | -$63.8K | 0.06% | 130 |
|
|
2023
Q1 | $226K | Sell |
3,533
-47,221
| -93% | -$3.02M | 0.04% | 152 |
|
|
2022
Q4 | $3.2M | Sell |
50,754
-112,068
| -69% | -$7.07M | 0.22% | 94 |
|
|
2022
Q3 | $9.88M | Buy |
+162,822
| New | +$9.88M | 0.72% | 50 |
|
|
2022
Q1 | $10.9M | Buy |
+163,510
| New | +$10.9M | 0.76% | 50 |
|