1IA
1834 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 | $45M | Sell |
409,110
-31,430
| -7% | -$3.46M | 5.7% | 1 |
|
|
2025
Q1 | $40.9M | Sell |
440,540
-12,401
| -3% | -$1.15M | 5.27% | 2 |
|
|
2024
Q4 | $46M | Sell |
452,941
-25,558
| -5% | -$2.59M | 5.82% | 1 |
|
|
2024
Q3 | $45.8M | Sell |
478,499
-21,472
| -4% | -$2.06M | 5.33% | 2 |
|
|
2024
Q2 | $46.3M | Sell |
499,971
-11,064
| -2% | -$1.02M | 5.57% | 1 |
|
|
2024
Q1 | $43.2M | Sell |
511,035
-23,132
| -4% | -$1.95M | 5.13% | 1 |
|
|
2023
Q4 | $40.1M | Sell |
534,167
-6,397
| -1% | -$480K | 4.79% | 2 |
|
|
2023
Q3 | $37M | Sell |
540,564
-10,453
| -2% | -$715K | 4.6% | 2 |
|
|
2023
Q2 | $38.8M | Sell |
551,017
-12,508
| -2% | -$882K | 4.63% | 1 |
|
|
2023
Q1 | $36M | Sell |
563,525
-4,997
| -0.9% | -$319K | 4.31% | 2 |
|
|
2022
Q4 | $33.3M | Sell |
568,522
-4,640
| -0.8% | -$271K | 4.75% | 2 |
|
|
2022
Q3 | $33.2M | Sell |
573,162
-10,658
| -2% | -$617K | 4.96% | 1 |
|
|
2022
Q2 | $35.2M | Sell |
583,820
-6,801
| -1% | -$410K | 4.96% | 1 |
|
|
2022
Q1 | $45.1M | Sell |
590,621
-9,439
| -2% | -$721K | 5.53% | 1 |
|
|
2021
Q4 | $50.2M | Sell |
600,060
-8,568
| -1% | -$717K | 5.67% | 1 |
|
|
2021
Q3 | $45M | Sell |
608,628
-2,585
| -0.4% | -$191K | 5.49% | 1 |
|
|
2021
Q2 | $44.5M | Buy |
611,213
+2,832
| +0.5% | +$206K | 5.37% | 1 |
|
|
2021
Q1 | $39.6M | Sell |
608,381
-11,125
| -2% | -$724K | 5.12% | 1 |
|
|
2020
Q4 | $39.5M | Buy |
619,506
+445,906
| +257% | +$28.5M | 5.27% | 1 |
|
|
2020
Q3 | $40.1M | Sell |
173,600
-5,858
| -3% | -$1.35M | 5.85% | 1 |
|
|
2020
Q2 | $37.2M | Buy |
179,458
+12,536
| +8% | +$2.6M | 5.9% | 1 |
|
|
2020
Q1 | $27.6M | Sell |
166,922
-1,306
| -0.8% | -$216K | 5.23% | 1 |
|
|
2019
Q4 | $32.6M | Sell |
168,228
-44,816
| -21% | -$8.68M | 4.99% | 1 |
|
|
2019
Q3 | $38.4M | Sell |
213,044
-6,723
| -3% | -$1.21M | 5.57% | 1 |
|
|
2019
Q2 | $39.4M | Sell |
219,767
-6,270
| -3% | -$1.12M | 5.94% | 1 |
|
|
2019
Q1 | $39M | Sell |
226,037
-5,182
| -2% | -$893K | 5.93% | 1 |
|
|
2018
Q4 | $34.8M | Buy |
231,219
+1,255
| +0.5% | +$189K | 5.83% | 1 |
|
|
2018
Q3 | $40.7M | Buy |
229,964
+702
| +0.3% | +$124K | 5.95% | 1 |
|
|
2018
Q2 | $37.3M | Buy |
229,262
+4,257
| +2% | +$692K | 5.84% | 1 |
|
|
2018
Q1 | $34.9M | Sell |
225,005
-436
| -0.2% | -$67.6K | 5.96% | 1 |
|
|
2017
Q4 | $34.4M | Sell |
225,441
-2,500
| -1% | -$382K | 5.43% | 1 |
|
|
2017
Q3 | $32.7M | Sell |
227,941
-5,046
| -2% | -$724K | 6.1% | 1 |
|
|
2017
Q2 | $31.9M | Sell |
232,987
-1,321
| -0.6% | -$181K | 6.01% | 1 |
|
|
2017
Q1 | $30.8M | Sell |
234,308
-731
| -0.3% | -$96.1K | 5.91% | 1 |
|
|
2016
Q4 | $28.6M | Buy |
235,039
+4
| +0% | +$487 | 5.78% | 1 |
|
|
2016
Q3 | $28.6M | Sell |
235,035
-727
| -0.3% | -$88.4K | 6.21% | 1 |
|
|
2016
Q2 | $27.5M | Sell |
235,762
-5,652
| -2% | -$659K | 5.97% | 1 |
|
|
2016
Q1 | $28M | Buy |
241,414
+1,709
| +0.7% | +$198K | 6.39% | 1 |
|
|
2015
Q4 | $27.8M | Buy |
239,705
+4,112
| +2% | +$476K | 6.52% | 1 |
|
|
2015
Q3 | $25.4M | Sell |
235,593
-716
| -0.3% | -$77.2K | 6.3% | 1 |
|
|
2015
Q2 | $26.9M | Sell |
236,309
-5,658
| -2% | -$644K | 7.35% | 1 |
|
|
2015
Q1 | $27.6M | Buy |
241,967
+6,104
| +3% | +$696K | 7.49% | 1 |
|
|
2014
Q4 | $26.3M | Buy |
235,863
+4,542
| +2% | +$507K | 7.28% | 1 |
|
|
2014
Q3 | $24.7M | Buy |
231,321
+3,486
| +2% | +$372K | 6.81% | 1 |
|
|
2014
Q2 | $24M | Buy |
227,835
+1,234
| +0.5% | +$130K | 6.49% | 1 |
|
|
2014
Q1 | $22.6M | Buy |
226,601
+2,200
| +1% | +$220K | 6.63% | 1 |
|
|
2013
Q4 | $22.2M | Sell |
224,401
-81
| -0% | -$8K | 6.51% | 1 |
|
|
2013
Q3 | $20.1M | Sell |
224,482
-5,088
| -2% | -$455K | 6.58% | 1 |
|
|
2013
Q2 | $19.3M | Buy |
+229,570
| New | +$19.3M | 6.62% | 1 |
|