Alpha Cubed Investments’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 | $1.89M | Hold |
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|
2025
Q2 | $1.72M | Sell |
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|
2025
Q1 | $1.46M | Hold |
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|
2024
Q4 | $1.59M | Buy |
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|
2024
Q3 | $1.5M | Hold |
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|
2024
Q2 | $1.45M | Sell |
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|
2024
Q1 | $1.33M | Sell |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $945K | Sell |
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|
2022
Q3 | $969K | Sell |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $1.93M | Hold |
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|
2021
Q3 | $1.7M | Hold |
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|
2021
Q2 | $1.68M | Sell |
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|
2021
Q1 | $1.8M | Sell |
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|
2020
Q4 | $2.06M | Buy |
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|
2020
Q3 | $1.29M | Sell |
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $1.22M | Buy |
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|
2019
Q4 | $1.39M | Sell |
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|
2019
Q3 | $1.46M | Buy |
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|
2019
Q2 | $1.39M | Sell |
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|
2019
Q1 | $1.58M | Buy |
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|
2018
Q4 | $1.34M | Buy |
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|
2018
Q3 | $1.22M | Buy |
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|
2018
Q2 | $1.15M | Buy |
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|
2018
Q1 | $794K | Buy |
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|
2017
Q4 | $676K | Sell |
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|
2017
Q3 | $766K | Buy |
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|
2017
Q2 | $531K | Buy |
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|
2017
Q1 | $464K | Buy |
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