WJA
Willis Johnson & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
125,732
+6,937
| +6% | +$764K | 0.94% | 23 |
|
|
2025
Q1 | $11M | Sell |
118,795
-4,839
| -4% | -$449K | 0.83% | 25 |
|
|
2024
Q4 | $12.6M | Sell |
123,634
-7,472
| -6% | -$759K | 0.96% | 23 |
|
|
2024
Q3 | $12.6M | Sell |
131,106
-4,973
| -4% | -$476K | 0.95% | 23 |
|
|
2024
Q2 | $12.6M | Sell |
136,079
-4,405
| -3% | -$408K | 1.03% | 21 |
|
|
2024
Q1 | $11.9M | Sell |
140,484
-14,943
| -10% | -$1.26M | 1.03% | 22 |
|
|
2023
Q4 | $11.7M | Sell |
155,427
-8,870
| -5% | -$666K | 1.06% | 21 |
|
|
2023
Q3 | $11.2M | Sell |
164,297
-11,517
| -7% | -$788K | 1.15% | 18 |
|
|
2023
Q2 | $12.4M | Sell |
175,814
-13,400
| -7% | -$944K | 1.32% | 15 |
|
|
2023
Q1 | $12.1M | Sell |
189,214
-9,088
| -5% | -$581K | 1.43% | 15 |
|
|
2022
Q4 | $11.6M | Sell |
198,302
-12,272
| -6% | -$718K | 1.51% | 16 |
|
|
2022
Q3 | $12.2M | Sell |
210,574
-19,632
| -9% | -$1.14M | 1.77% | 15 |
|
|
2022
Q2 | $13.9M | Sell |
230,206
-8,681
| -4% | -$524K | 1.94% | 16 |
|
|
2022
Q1 | $18.2M | Sell |
238,887
-10,985
| -4% | -$839K | 2.39% | 14 |
|
|
2021
Q4 | $20.9M | Sell |
249,872
-88,616
| -26% | -$7.41M | 2.7% | 12 |
|
|
2021
Q3 | $25M | Sell |
338,488
-1,243,125
| -79% | -$91.9M | 3.48% | 10 |
|
|
2021
Q2 | $115M | Buy |
1,581,613
+48,446
| +3% | +$3.52M | 16.3% | 1 |
|
|
2021
Q1 | $99.8M | Buy |
1,533,167
+43,075
| +3% | +$2.8M | 15.29% | 1 |
|
|
2020
Q4 | $95.1M | Buy |
+1,490,092
| New | +$95.1M | 15.87% | 1 |
|