1776 Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $362K | Hold |
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|
2025
Q2 | $330K | Hold |
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|
2025
Q1 | $278K | Hold |
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|
2024
Q4 | $305K | Hold |
|
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|
2024
Q3 | $287K | Hold |
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|
2024
Q2 | $278K | Hold |
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|
2024
Q1 | $253K | Hold |
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|
2023
Q4 | $225K | Hold |
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|
2023
Q3 | $205K | Hold |
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|
2023
Q2 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $251K | Hold |
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|
2021
Q3 | $222K | Sell |
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|
2021
Q2 | $288K | Hold |
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|
2021
Q1 | $258K | Hold |
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|
2020
Q4 | $253K | Hold |
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|
2020
Q3 | $229K | Hold |
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|
2020
Q2 | $205K | Sell |
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|
2020
Q1 | $354K | Buy |
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|
2019
Q4 | $191K | Buy |
|