Addison 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 | $185K | Hold |
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|
2025
Q2 | $169K | Hold |
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|
2025
Q1 | $143K | Hold |
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|
2024
Q4 | $156K | Hold |
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|
2024
Q3 | $147K | Hold |
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|
2024
Q2 | $142K | Hold |
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|
2024
Q1 | $130K | Hold |
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|
2023
Q4 | $115K | Sell |
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|
2023
Q3 | $131K | Hold |
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|
2023
Q2 | $135K | Hold |
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|
2023
Q1 | $123K | Hold |
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|
2022
Q4 | $112K | Sell |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $294K | Buy |
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|
2021
Q4 | $155K | Buy |
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|
2021
Q3 | $30K | Hold |
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|
2021
Q2 | $29K | Buy |
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|
2020
Q4 | $26K | Buy |
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