Adaptive Financial Consulting’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
Q2 | $19.2M | Sell |
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|
2025
Q1 | $17.1M | Sell |
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|
2024
Q4 | $19.7M | Sell |
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|
2024
Q3 | $18.8M | Buy |
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|
2024
Q2 | $18.1M | Buy |
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|
2024
Q1 | $16.3M | Buy |
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|
2023
Q4 | $14.5M | Sell |
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|
2023
Q3 | $13.4M | Buy |
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|
2023
Q2 | $13.6M | Sell |
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|
2023
Q1 | $13.5M | Buy |
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|
2022
Q4 | $12M | Buy |
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|
2022
Q3 | $11.7M | Buy |
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|
2022
Q2 | $11.9M | Buy |
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|
2022
Q1 | $14M | Buy |
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|
2021
Q4 | $15M | Buy |
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|
2021
Q3 | $13.1M | Buy |
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|
2021
Q2 | $12.8M | Buy |
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|
2021
Q1 | $11.3M | Buy |
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|
2020
Q4 | $9.73M | Sell |
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|
2020
Q3 | $9.12M | Buy |
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|
2020
Q2 | $8.12M | Buy |
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|
2020
Q1 | $6.33M | Buy |
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|
2019
Q4 | $7.14M | Buy |
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