AE Wealth 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 | $83.7M | Buy |
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|
2025
Q2 | $73.3M | Sell |
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|
2025
Q1 | $67.7M | Sell |
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|
2024
Q4 | $77M | Sell |
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|
2024
Q3 | $76.5M | Sell |
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|
2024
Q2 | $77M | Buy |
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|
2024
Q1 | $38.5M | Buy |
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|
2023
Q4 | $28.8M | Sell |
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|
2023
Q3 | $36.5M | Buy |
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|
2023
Q2 | $31.1M | Buy |
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|
2023
Q1 | $18.4M | Buy |
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|
2022
Q4 | $12.6M | Sell |
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|
2022
Q3 | $12.5M | Sell |
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|
2022
Q2 | $13.1M | Sell |
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|
2022
Q1 | $27.6M | Sell |
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|
2021
Q4 | $32.3M | Buy |
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|
2021
Q3 | $25.1M | Buy |
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|
2021
Q2 | $16.8M | Sell |
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|
2021
Q1 | $15.3M | Sell |
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|
2020
Q4 | $40.4M | Sell |
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|
2020
Q3 | $40.7M | Buy |
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|
2020
Q2 | $17.2M | Buy |
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|
2020
Q1 | $9.37M | Buy |
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|
2019
Q4 | $10.5M | Buy |
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|
2019
Q3 | $7.26M | Sell |
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|
2019
Q2 | $14.2M | Buy |
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|
2019
Q1 | $7.83M | Buy |
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|
2018
Q4 | $3.63M | Buy |
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|
2018
Q3 | $3.61M | Buy |
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|
2018
Q2 | $1.03M | Buy |
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|
2018
Q1 | $482K | Buy |
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|
2017
Q4 | $309K | Sell |
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|
2017
Q3 | $327K | Buy |
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