Stordahl Capital Management, Inc. Ishares S&P 500 Growth ETF Transaction History

Stordahl Capital Management, Inc.

$422 Million
Q4 2024

A detailed history of Stordahl Capital Management, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Stordahl Capital Management, Inc. holds 49,199 shares of IVW stock, worth $5.24 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

49,199

Previous 49,634 0.88%

Holding current value

$5.24 Million

Previous $4.75 Million 5.11%

% of portfolio

1.18%

Previous 1.12%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$94.43 - $105.47 $41,077 - $45,879	-435 Reduced 0.88%	49,199 $5 Million
Q3 2024 Oct 08, 2024	BUY	$84.77 - $97.13 $48,997 - $56,141	578 Added 1.18%	49,634 $4.75 Million
Q2 2024 Jul 15, 2024	SELL	$79.31 - $93.31 $218,736 - $257,348	-2,758 Reduced 5.32%	49,056 $4.54 Million
Q1 2024 Apr 18, 2024	SELL	$72.87 - $85.14 $129,927 - $151,804	-1,783 Reduced 3.33%	51,814 $4.38 Million
Q4 2023 Jan 17, 2024	SELL	$65.78 - $75.4 $41,244 - $47,275	-627 Reduced 1.16%	53,597 $4.03 Million
Q3 2023 Oct 13, 2023	SELL	$68.05 - $72.66 $27,424 - $29,281	-403 Reduced 0.74%	54,224 $3.71 Million
Q2 2023 Jul 21, 2023	BUY	$63.21 - $70.48 $5,120 - $5,708	81 Added 0.15%	54,627 $3.85 Million
Q1 2023 May 04, 2023	SELL	$57.25 - $63.89 $3,950 - $4,408	-69 Reduced 0.13%	54,546 $3.48 Million
Q4 2022 Feb 10, 2023	BUY	$56.73 - $63.56 $13,671 - $15,317	241 Added 0.44%	54,615 $3.19 Million
Q3 2022 Nov 14, 2022	SELL	$57.85 - $71.43 $35,635 - $44,000	-616 Reduced 1.12%	54,374 $3.15 Million
Q2 2022 Aug 04, 2022	SELL	$58.13 - $77.8 $9,591 - $12,837	-165 Reduced 0.3%	54,990 $3.32 Million
Q1 2022 May 06, 2022	SELL	$68.33 - $84.32 $68 - $84	-1 Reduced -0.0%	55,155 $4.21 Million
Q4 2021 Feb 10, 2022	SELL	$73.18 - $84.81 $64,691 - $74,972	-884 Reduced 1.58%	55,156 $4.62 Million
Q3 2021 Nov 09, 2021	SELL	$72.99 - $79.0 $30,071 - $32,548	-412 Reduced 0.73%	56,040 $4.14 Million
Q2 2021 Jul 23, 2021	SELL	$65.96 - $72.81 $169,583 - $187,194	-2,571 Reduced 4.36%	56,452 $4.11 Million
Q1 2021 Apr 30, 2021	SELL	$61.43 - $67.25 $63,948 - $70,007	-1,041 Reduced 1.73%	59,023 $3.84 Million
Q4 2020 Jan 20, 2021	BUY	$56.17 - $63.82 $2.59 Million - $2.95 Million	46,190 Added 332.92%	60,064 $3.83 Million
Q3 2020 Nov 09, 2020	SELL	$52.42 - $62.43 $23,484 - $27,968	-448 Reduced 3.13%	13,874 $3.21 Million
Q2 2020 Aug 07, 2020	SELL	$39.5 - $52.48 $22,752 - $30,228	-576 Reduced 3.87%	14,322 $2.97 Million
Q1 2020 May 04, 2020	SELL	$36.14 - $52.65 $52,511 - $76,500	-1,453 Reduced 8.89%	14,898 $2.37 Million
Q4 2019 Jan 16, 2020	SELL	$43.72 - $48.62 $9,530 - $10,599	-218 Reduced 1.32%	16,351 $3.17 Million
Q3 2019 Nov 08, 2019	SELL	$43.49 - $46.27 $4,696 - $4,997	-108 Reduced 0.65%	16,569 $2.98 Million
Q2 2019 Jul 22, 2019	SELL	$41.95 - $45.26 $7,173 - $7,739	-171 Reduced 1.01%	16,677 $3.07 Million
Q1 2019 May 13, 2019	SELL	$36.63 - $43.33 $10,989 - $12,999	-300 Reduced 1.75%	16,848 $2.97 Million
Q4 2018 Feb 08, 2019	BUY	$35.15 - $44.43 $1,019 - $1,288	29 Added 0.17%	17,148 $2.58 Million
Q3 2018 Oct 26, 2018	SELL	$40.58 - $44.29 $19,194 - $20,949	-473 Reduced 2.69%	17,119 $2.84 Million
Q2 2018 Jul 25, 2018	SELL	$37.83 - $42.01 $26,254 - $29,154	-694 Reduced 3.8%	17,592 $2.86 Million
Q1 2018 Apr 23, 2018	SELL	$37.4 - $41.49 $6,395 - $7,094	-171 Reduced 0.93%	18,286 $2.84 Million
Q4 2017 Feb 09, 2018	BUY	$35.95 - $38.73 $663,529 - $714,839	18,457	18,457 $2.82 Million

Others Institutions Holding IVW

# of Institutions

1,984

Shares Held

429M

Call Options Held

287K

Put Options Held

96.1K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stordahl Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stordahl Capital Management, Inc. with notifications on news.

Account

Stordahl Capital Management, Inc. Ishares S&P 500 Growth ETF Transaction History