Allen Capital 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
Q3 | $397K | Hold |
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|
2025
Q2 | $362K | Sell |
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|
2025
Q1 | $308K | Sell |
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|
2024
Q4 | $341K | Hold |
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|
2024
Q3 | $322K | Sell |
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|
2024
Q2 | $317K | Hold |
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|
2024
Q1 | $289K | Hold |
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|
2023
Q4 | $257K | Buy |
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|
2023
Q3 | $224K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $407K | Sell |
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|
2021
Q4 | $457K | Sell |
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|
2021
Q3 | $419K | Buy |
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|
2021
Q2 | $399K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $224K | Buy |
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