Aaron Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.09M | Hold |
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|
2025
Q2 | $991K | Sell |
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|
2025
Q1 | $853K | Sell |
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|
2024
Q4 | $939K | Hold |
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|
2024
Q3 | $886K | Hold |
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|
2024
Q2 | $856K | Hold |
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|
2024
Q1 | $781K | Hold |
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|
2023
Q4 | $695K | Sell |
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|
2023
Q3 | $752K | Hold |
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|
2023
Q2 | $775K | Hold |
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|
2023
Q1 | $702K | Hold |
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|
2022
Q4 | $643K | Buy |
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|
2022
Q3 | $300K | Sell |
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|
2022
Q2 | $324K | Sell |
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|
2022
Q1 | $3.64M | Buy |
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|
2021
Q4 | $304K | Hold |
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|
2021
Q3 | $269K | Buy |
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