Welch Group’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 | $572K | Buy |
5,196
+729
| +16% | +$80.3K | 0.02% | 141 |
|
|
2025
Q1 | $413K | Buy |
4,467
+665
| +17% | +$61.5K | 0.02% | 165 |
|
|
2024
Q4 | $389K | Hold |
3,802
| – | – | 0.02% | 177 |
|
|
2024
Q3 | $364K | Hold |
3,802
| – | – | 0.02% | 182 |
|
|
2024
Q2 | $352K | Sell |
3,802
-516
| -12% | -$47.8K | 0.02% | 176 |
|
|
2024
Q1 | $365K | Buy |
4,318
+277
| +7% | +$23.4K | 0.02% | 153 |
|
|
2023
Q4 | $303K | Sell |
4,041
-553
| -12% | -$41.5K | 0.02% | 173 |
|
|
2023
Q3 | $314K | Sell |
4,594
-2,347
| -34% | -$161K | 0.02% | 149 |
|
|
2023
Q2 | $489K | Buy |
6,941
+8
| +0.1% | +$564 | 0.03% | 113 |
|
|
2023
Q1 | $443K | Buy |
6,933
+103
| +2% | +$6.58K | 0.03% | 116 |
|
|
2022
Q4 | $400K | Buy |
6,830
+112
| +2% | +$6.55K | 0.02% | 131 |
|
|
2022
Q3 | $389K | Buy |
6,718
+39
| +0.6% | +$2.26K | 0.03% | 113 |
|
|
2022
Q2 | $403K | Sell |
6,679
-122
| -2% | -$7.36K | 0.02% | 116 |
|
|
2022
Q1 | $519K | Hold |
6,801
| – | – | 0.03% | 113 |
|
|
2021
Q4 | $569K | Buy |
6,801
+22
| +0.3% | +$1.84K | 0.03% | 115 |
|
|
2021
Q3 | $501K | Sell |
6,779
-180
| -3% | -$13.3K | 0.03% | 108 |
|
|
2021
Q2 | $506K | Buy |
6,959
+21
| +0.3% | +$1.53K | 0.03% | 106 |
|
|
2021
Q1 | $452K | Buy |
6,938
+464
| +7% | +$30.2K | 0.03% | 111 |
|
|
2020
Q4 | $413K | Sell |
6,474
-14
| -0.2% | -$893 | 0.03% | 103 |
|
|
2020
Q3 | $375K | Buy |
6,488
+1,720
| +36% | +$99.4K | 0.03% | 105 |
|
|
2020
Q2 | $247K | Hold |
4,768
| – | – | 0.02% | 116 |
|
|
2020
Q1 | $197K | Buy |
+4,768
| New | +$197K | 0.02% | 118 |
|