Advisors Capital 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 | $1.99M | Buy |
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|
2025
Q2 | $1.76M | Sell |
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|
2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $2.36M | Buy |
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|
2024
Q3 | $1.43M | Sell |
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|
2024
Q2 | $2.55M | Buy |
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|
2024
Q1 | $2.33M | Sell |
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|
2023
Q4 | $2.08M | Buy |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.31M | Sell |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.5M | Buy |
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|
2022
Q2 | $337K | Sell |
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|
2022
Q1 | $470K | Sell |
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|
2021
Q4 | $548K | Buy |
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|
2021
Q3 | $450K | Hold |
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|
2021
Q2 | $443K | Hold |
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|
2021
Q1 | $396K | Buy |
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|
2020
Q4 | $200K | Buy |
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