Whitcomb & Hess’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 | $2.06M | Buy |
18,718
+874
| +5% | +$96.2K | 0.58% | 22 |
|
|
2025
Q1 | $1.66M | Sell |
17,844
-581
| -3% | -$53.9K | 0.5% | 25 |
|
|
2024
Q4 | $1.87M | Sell |
18,425
-496
| -3% | -$50.4K | 0.58% | 22 |
|
|
2024
Q3 | $1.81M | Sell |
18,921
-2,361
| -11% | -$226K | 0.54% | 25 |
|
|
2024
Q2 | $1.97M | Buy |
21,282
+563
| +3% | +$52.1K | 0.61% | 22 |
|
|
2024
Q1 | $1.75M | Sell |
20,719
-2,576
| -11% | -$218K | 0.56% | 24 |
|
|
2023
Q4 | $1.75M | Buy |
23,295
+581
| +3% | +$43.6K | 0.6% | 21 |
|
|
2023
Q3 | $1.55M | Sell |
22,714
-547
| -2% | -$37.4K | 0.58% | 21 |
|
|
2023
Q2 | $1.64M | Buy |
23,261
+78
| +0.3% | +$5.5K | 0.6% | 21 |
|
|
2023
Q1 | $1.48M | Sell |
23,183
-789
| -3% | -$50.4K | 0.56% | 22 |
|
|
2022
Q4 | $1.4M | Buy |
23,972
+14,012
| +141% | +$820K | 0.56% | 22 |
|
|
2022
Q3 | $576K | Buy |
9,960
+3,248
| +48% | +$188K | 0.26% | 23 |
|
|
2022
Q2 | $405K | Buy |
6,712
+3,005
| +81% | +$181K | 0.18% | 25 |
|
|
2022
Q1 | $283K | Buy |
3,707
+37
| +1% | +$2.83K | 0.11% | 27 |
|
|
2021
Q4 | $278K | Sell |
3,670
-10
| -0.3% | -$757 | 0.11% | 27 |
|
|
2021
Q3 | $272K | Sell |
3,680
-565
| -13% | -$41.8K | 0.12% | 29 |
|
|
2021
Q2 | $309K | Buy |
+4,245
| New | +$309K | 0.13% | 26 |
|