Accredited Investors’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 | $560K | Hold |
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|
2025
Q2 | $511K | Hold |
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|
2025
Q1 | $431K | Sell |
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|
2024
Q4 | $476K | Sell |
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|
2024
Q3 | $453K | Hold |
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|
2024
Q2 | $438K | Sell |
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|
2024
Q1 | $405K | Sell |
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|
2023
Q4 | $381K | Buy |
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|
2023
Q3 | $340K | Hold |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $339K | Hold |
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|
2022
Q4 | $311K | Sell |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | $447K | Buy |
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|
2022
Q1 | $555K | Buy |
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|
2021
Q4 | $502K | Sell |
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|
2021
Q3 | $461K | Hold |
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|
2021
Q2 | $453K | Hold |
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|
2021
Q1 | $406K | Sell |
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|
2020
Q4 | $818K | Sell |
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|
2020
Q3 | $813K | Sell |
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|
2020
Q2 | $937K | Sell |
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|
2020
Q1 | $763K | Sell |
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|
2019
Q4 | $946K | Buy |
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|
2019
Q3 | $839K | Buy |
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|
2019
Q2 | $835K | Sell |
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|
2019
Q1 | $818K | Buy |
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|
2018
Q4 | $711K | Sell |
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|
2018
Q3 | $849K | Hold |
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|
2018
Q2 | $779K | Hold |
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|
2018
Q1 | $743K | Sell |
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|
2017
Q4 | $733K | Buy |
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|
2017
Q3 | $655K | Sell |
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|
2017
Q2 | $629K | Sell |
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|
2017
Q1 | $611K | Buy |
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|
2016
Q4 | $560K | Buy |
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|
2016
Q3 | $559K | Hold |
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|
2016
Q2 | $535K | Sell |
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|
2016
Q1 | $535K | Sell |
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|
2015
Q4 | $538K | Hold |
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|
2015
Q3 | $501K | Sell |
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|
2015
Q2 | $536K | Sell |
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|
2015
Q1 | $541K | Sell |
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|
2014
Q4 | $531K | Sell |
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|
2014
Q3 | $543K | Buy |
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|
2014
Q2 | $496K | Sell |
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|
2014
Q1 | $596K | Sell |
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|
2013
Q4 | $590K | Sell |
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|
2013
Q3 | $545K | Buy |
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|
2013
Q2 | $510K | Buy |
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