Albion Financial Group’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 | $1.32M | Sell |
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|
2025
Q1 | $13.1M | Buy |
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|
2024
Q4 | $741K | Sell |
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|
2024
Q3 | $771K | Buy |
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|
2024
Q2 | $676K | Sell |
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|
2024
Q1 | $625K | Sell |
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|
2023
Q4 | $603K | Buy |
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|
2023
Q3 | $499K | Sell |
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|
2023
Q2 | $1.46M | Buy |
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|
2023
Q1 | $466K | Sell |
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|
2022
Q4 | $538K | Hold |
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|
2022
Q3 | $532K | Hold |
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|
2022
Q2 | $555K | Hold |
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|
2022
Q1 | $703K | Hold |
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|
2021
Q4 | $770K | Hold |
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|
2021
Q3 | $680K | Hold |
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|
2021
Q2 | $669K | Buy |
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|
2020
Q4 | $587K | Hold |
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|
2020
Q3 | $531K | Hold |
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|
2020
Q2 | $477K | Hold |
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|
2020
Q1 | $380K | Hold |
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|
2019
Q4 | $445K | Hold |
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|
2019
Q3 | $414K | Hold |
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|
2019
Q2 | $412K | Sell |
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|
2019
Q1 | $448K | Hold |
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|
2018
Q4 | $392K | Hold |
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|
2018
Q3 | $461K | Sell |
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|
2018
Q2 | $443K | Sell |
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|
2018
Q1 | $464K | Hold |
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|
2017
Q4 | $457K | Hold |
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|
2017
Q3 | $429K | Hold |
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|
2017
Q2 | $410K | Hold |
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|
2017
Q1 | $394K | Hold |
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|
2016
Q4 | $365K | Hold |
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|
2016
Q3 | $364K | Hold |
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|
2016
Q2 | $349K | Hold |
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|
2016
Q1 | $347K | Sell |
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|
2015
Q4 | $447K | Buy |
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