Allworth Financial’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 | $59.1M | Sell |
|
|||||
|
2025
Q1 | $50.4M | Sell |
|
|||||
|
2024
Q4 | $58.5M | Sell |
|
|||||
|
2024
Q3 | $53.3M | Sell |
|
|||||
|
2024
Q2 | $52M | Sell |
|
|||||
|
2024
Q1 | $48.7M | Sell |
|
|||||
|
2023
Q4 | $44.8M | Sell |
|
|||||
|
2023
Q3 | $44.3M | Buy |
|
|||||
|
2023
Q2 | $44M | Sell |
|
|||||
|
2023
Q1 | $60M | Sell |
|
|||||
|
2022
Q4 | $60.1M | Sell |
|
|||||
|
2022
Q3 | $60.6M | Buy |
|
|||||
|
2022
Q2 | $61M | Sell |
|
|||||
|
2022
Q1 | $95.6M | Buy |
|
|||||
|
2021
Q4 | $46.9M | Sell |
|
|||||
|
2021
Q3 | $42.1M | Sell |
|
|||||
|
2021
Q2 | $41.6M | Buy |
|
|||||
|
2021
Q1 | $32.6M | Buy |
|
|||||
|
2020
Q4 | $1.28M | Buy |
|
|||||
|
2020
Q3 | $1.16M | Buy |
|
|||||
|
2020
Q2 | $974K | Sell |
|
|||||
|
2020
Q1 | $24.2M | Buy |
|
|||||
|
2019
Q4 | $26K | Buy |
|
|||||
|
2019
Q3 | $24K | Sell |
|
|||||
|
2019
Q2 | $28K | Sell |
|
|||||
|
2019
Q1 | $29K | Buy |
|
|||||
|
2018
Q4 | $20K | Buy |
|
|||||
|
2018
Q3 | $24K | Hold |
|
|||||
|
2018
Q2 | $22K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $17K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $60K | Buy |
|
|||||
|
2016
Q2 | $10K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $530K | Hold |
|
|||||
|
2014
Q1 | $503K | Buy |
|