1900 Wealth Management’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 | $262K | Sell |
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|
2025
Q2 | $275K | Hold |
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|
2025
Q1 | $232K | Sell |
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|
2024
Q4 | $309K | Buy |
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|
2024
Q3 | $277K | Hold |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $247K | Sell |
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|
2023
Q4 | $228K | Sell |
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|
2023
Q3 | $2.36M | Sell |
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|
2023
Q2 | $3.4M | Buy |
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|
2023
Q1 | $2.73M | Buy |
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|
2022
Q4 | $1.72M | Sell |
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|
2022
Q3 | $2.14M | Buy |
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|
2022
Q2 | $1.85M | Buy |
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|
2022
Q1 | $2.25M | Buy |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $720K | Buy |
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