Advocacy Wealth Management Services’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
$82.4M Sell
2025
Q1
$74.7M Buy
2024
Q4
$73M Buy
2024
Q3
$65.7M Sell
2024
Q2
$67.1M Buy
2024
Q1
$38M Buy
2023
Q4
$9.1M Buy
2019
Q4
Sell
2019
Q3
$136K Buy
2019
Q2
$118K Buy