YIA
YHB Investment Advisors’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 | $11.9M | Buy |
108,028
+118
| +0.1% | +$13K | 0.92% | 28 |
|
|
2025
Q1 | $10M | Buy |
107,910
+120
| +0.1% | +$11.1K | 0.84% | 28 |
|
|
2024
Q4 | $10.9M | Buy |
107,790
+137
| +0.1% | +$13.9K | 0.9% | 29 |
|
|
2024
Q3 | $10.3M | Buy |
107,653
+158
| +0.1% | +$15.1K | 0.85% | 29 |
|
|
2024
Q2 | $9.95M | Buy |
107,495
+85
| +0.1% | +$7.87K | 0.86% | 28 |
|
|
2024
Q1 | $9.07M | Sell |
107,410
-6,286
| -6% | -$531K | 0.8% | 32 |
|
|
2023
Q4 | $8.54M | Sell |
113,696
-13,379
| -11% | -$1M | 0.83% | 29 |
|
|
2023
Q3 | $8.69M | Hold |
127,075
| – | – | 0.8% | 33 |
|
|
2023
Q2 | $8.96M | Buy |
127,075
+270
| +0.2% | +$19K | 0.84% | 32 |
|
|
2023
Q1 | $8.1M | Buy |
126,805
+4,699
| +4% | +$300K | 0.81% | 30 |
|
|
2022
Q4 | $7.14M | Buy |
122,106
+4,358
| +4% | +$255K | 0.76% | 38 |
|
|
2022
Q3 | $6.81M | Buy |
117,748
+296
| +0.3% | +$17.1K | 0.76% | 34 |
|
|
2022
Q2 | $7.09M | Buy |
117,452
+389
| +0.3% | +$23.5K | 0.75% | 38 |
|
|
2022
Q1 | $8.94M | Hold |
117,063
| – | – | 0.79% | 34 |
|
|
2021
Q4 | $9.8M | Buy |
117,063
+130
| +0.1% | +$10.9K | 0.78% | 35 |
|
|
2021
Q3 | $8.64M | Buy |
116,933
+224
| +0.2% | +$16.6K | 0.75% | 35 |
|
|
2021
Q2 | $8.49M | Buy |
116,709
+137
| +0.1% | +$9.96K | 0.72% | 37 |
|
|
2021
Q1 | $8.15M | Sell |
116,572
-585
| -0.5% | -$40.9K | 0.71% | 40 |
|
|
2020
Q4 | $7.48M | Buy |
117,157
+88,000
| +302% | +$5.62M | 0.71% | 38 |
|
|
2020
Q3 | $6.74M | Buy |
+29,157
| New | +$6.74M | 0.73% | 38 |
|