1834 Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.9M | Sell |
325,789
-24,156
| -7% | -$2.91M | 4.6% | 2 |
|
|
2025
Q4 | $43.1M | Sell |
349,945
-11,988
| -3% | -$1.47M | 5.41% | 1 |
|
|
2025
Q3 | $43.7M | Sell |
361,933
-47,177
| -12% | -$5.43M | 5.36% | 1 |
|
|
2025
Q2 | $45M | Sell |
409,110
-31,430
| -7% | -$3.11M | 5.7% | 1 |
|
|
2025
Q1 | $40.9M | Sell |
440,540
-12,401
| -3% | -$1.25M | 5.28% | 2 |
|
|
2024
Q4 | $46M | Sell |
452,941
-25,558
| -5% | -$2.55M | 5.82% | 1 |
|
|
2024
Q3 | $45.8M | Sell |
478,499
-21,472
| -4% | -$1.98M | 5.33% | 2 |
|
|
2024
Q2 | $46.3M | Sell |
499,971
-11,064
| -2% | -$954K | 5.57% | 1 |
|
|
2024
Q1 | $43.2M | Sell |
511,035
-23,132
| -4% | -$1.86M | 5.13% | 1 |
|
|
2023
Q4 | $40.1M | Sell |
534,167
-6,397
| -1% | -$455K | 4.79% | 2 |
|
|
2023
Q3 | $37M | Sell |
540,564
-10,453
| -2% | -$740K | 4.6% | 2 |
|
|
2023
Q2 | $38.8M | Sell |
551,017
-12,508
| -2% | -$827K | 4.63% | 1 |
|
|
2023
Q1 | $36M | Sell |
563,525
-4,997
| -0.9% | -$305K | 4.31% | 2 |
|
|
2022
Q4 | $33.3M | Sell |
568,522
-4,640
| -0.8% | -$279K | 4.75% | 2 |
|
|
2022
Q3 | $33.2M | Sell |
573,162
-10,658
| -2% | -$693K | 4.96% | 1 |
|
|
2022
Q2 | $35.2M | Sell |
583,820
-6,801
| -1% | -$450K | 4.96% | 1 |
|
|
2022
Q1 | $45.1M | Sell |
590,621
-9,439
| -2% | -$709K | 5.53% | 1 |
|
|
2021
Q4 | $50.2M | Sell |
600,060
-8,568
| -1% | -$690K | 5.67% | 1 |
|
|
2021
Q3 | $45M | Sell |
608,628
-2,585
| -0.4% | -$197K | 5.49% | 1 |
|
|
2021
Q2 | $44.5M | Buy |
611,213
+2,832
| +0.5% | +$196K | 5.37% | 1 |
|
|
2021
Q1 | $39.6M | Sell |
608,381
-11,125
| -2% | -$719K | 5.12% | 1 |
|
|
2020
Q4 | $39.5M | Sell |
619,506
-74,894
| -11% | -$4.54M | 5.27% | 1 |
|
|
2020
Q3 | $40.1M | Sell |
694,400
-23,432
| -3% | -$1.33M | 5.85% | 1 |
|
|
2020
Q2 | $37.2M | Buy |
717,832
+50,144
| +8% | +$2.4M | 5.9% | 1 |
|
|
2020
Q1 | $27.6M | Sell |
667,688
-5,224
| -0.8% | -$247K | 5.23% | 1 |
|
|
2019
Q4 | $32.6M | Sell |
672,912
-179,264
| -21% | -$8.31M | 4.99% | 1 |
|
|
2019
Q3 | $38.4M | Sell |
852,176
-26,892
| -3% | -$1.22M | 5.57% | 1 |
|
|
2019
Q2 | $39.4M | Sell |
879,068
-25,080
| -3% | -$1.1M | 5.94% | 1 |
|
|
2019
Q1 | $39M | Sell |
904,148
-20,728
| -2% | -$849K | 5.93% | 1 |
|
|
2018
Q4 | $34.8M | Buy |
924,876
+5,020
| +0.5% | +$203K | 5.83% | 1 |
|
|
2018
Q3 | $40.7M | Buy |
919,856
+2,808
| +0.3% | +$121K | 5.95% | 1 |
|
|
2018
Q2 | $37.3M | Buy |
917,048
+17,028
| +2% | +$684K | 5.84% | 1 |
|
|
2018
Q1 | $34.9M | Sell |
900,020
-1,744
| -0.2% | -$69.6K | 5.96% | 1 |
|
|
2017
Q4 | $34.4M | Sell |
901,764
-10,000
| -1% | -$374K | 5.43% | 1 |
|
|
2017
Q3 | $32.7M | Sell |
911,764
-20,184
| -2% | -$711K | 6.1% | 1 |
|
|
2017
Q2 | $31.9M | Sell |
931,948
-5,284
| -0.6% | -$179K | 6.01% | 1 |
|
|
2017
Q1 | $30.8M | Sell |
937,232
-2,924
| -0.3% | -$93.8K | 5.91% | 1 |
|
|
2016
Q4 | $28.6M | Buy |
940,156
+16
| +0% | +$483 | 5.78% | 1 |
|
|
2016
Q3 | $28.6M | Sell |
940,140
-2,908
| -0.3% | -$88.1K | 6.21% | 1 |
|
|
2016
Q2 | $27.5M | Sell |
943,048
-22,608
| -2% | -$656K | 5.97% | 1 |
|
|
2016
Q1 | $28M | Buy |
965,656
+6,836
| +0.7% | +$188K | 6.39% | 1 |
|
|
2015
Q4 | $27.8M | Buy |
958,820
+16,448
| +2% | +$478K | 6.52% | 1 |
|
|
2015
Q3 | $25.4M | Sell |
942,372
-2,864
| -0.3% | -$81.4K | 6.3% | 1 |
|
|
2015
Q2 | $26.9M | Sell |
945,236
-22,632
| -2% | -$656K | 7.35% | 1 |
|
|
2015
Q1 | $27.6M | Buy |
967,868
+24,416
| +3% | +$693K | 7.49% | 1 |
|
|
2014
Q4 | $26.3M | Buy |
943,452
+18,168
| +2% | +$496K | 7.28% | 1 |
|
|
2014
Q3 | $24.7M | Buy |
925,284
+13,944
| +2% | +$372K | 6.81% | 1 |
|
|
2014
Q2 | $24M | Buy |
911,340
+4,936
| +0.5% | +$125K | 6.49% | 1 |
|
|
2014
Q1 | $22.6M | Buy |
906,404
+8,800
| +1% | +$217K | 6.63% | 1 |
|
|
2013
Q4 | $22.2M | Sell |
897,604
-324
| -0% | -$7.64K | 6.51% | 1 |
|
|
2013
Q3 | $20.1M | Sell |
897,928
-20,352
| -2% | -$449K | 6.58% | 1 |
|
|
2013
Q2 | $19.3M | Buy |
+918,280
| New | +$19.5M | 6.62% | 1 |
|
Other funds holding IVW
