Abound 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 | $163K | Sell |
|
|||||
|
2025
Q2 | $163K | Sell |
|
|||||
|
2025
Q1 | $221K | Buy |
|
|||||
|
2024
Q4 | $90.3K | Buy |
|
|||||
|
2024
Q3 | $84.4K | Buy |
|
|||||
|
2024
Q2 | $81.5K | Buy |
|
|||||
|
2024
Q1 | $74.3K | Hold |
|
|||||
|
2023
Q4 | $66.1K | Buy |
|
|||||
|
2023
Q3 | $59.9K | Hold |
|
|||||
|
2023
Q2 | $61.7K | Buy |
|
|||||
|
2023
Q1 | $55.9K | Buy |
|
|||||
|
2022
Q4 | $51K | Buy |
|
|||||
|
2022
Q3 | $50.4K | Sell |
|
|||||
|
2022
Q2 | $54.3K | Buy |
|
|||||
|
2022
Q1 | $17.7K | Sell |
|
|||||
|
2021
Q4 | $19.5K | Buy |
|