4J 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 | $1.02M | Buy |
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|
2025
Q2 | $932K | Sell |
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|
2025
Q1 | $796K | Buy |
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|
2024
Q4 | $861K | Sell |
|
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|
2024
Q3 | $813K | Hold |
|
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|
2024
Q2 | $785K | Sell |
|
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|
2024
Q1 | $721K | Sell |
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|
2023
Q4 | $655K | Sell |
|
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|
2023
Q3 | $675K | Sell |
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|
2023
Q2 | $726K | Sell |
|
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|
2023
Q1 | $677K | Sell |
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|
2022
Q4 | $676K | Sell |
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|
2022
Q3 | $691K | Sell |
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|
2022
Q2 | $736K | Sell |
|
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1M | Sell |
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|
2021
Q2 | $1.29M | Sell |
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|
2021
Q1 | $1.18M | Hold |
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|
2020
Q4 | $1.15M | Buy |
|