Alta Wealth Advisors’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 | $2.22M | Sell |
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|
2025
Q2 | $2.06M | Sell |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.94M | Buy |
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|
2024
Q3 | $1.61M | Buy |
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|
2024
Q2 | $1.55M | Hold |
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|
2024
Q1 | $1.41M | Hold |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $661K | Sell |
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|
2023
Q2 | $702K | Hold |
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|
2023
Q1 | $637K | Sell |
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|
2022
Q4 | $597K | Sell |
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|
2022
Q3 | $708K | Buy |
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|
2022
Q2 | $740K | Sell |
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|
2022
Q1 | $943K | Sell |
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|
2021
Q4 | $1.26M | Hold |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $1.09M | Hold |
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|
2021
Q1 | $977K | Hold |
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|
2020
Q4 | $957K | Buy |
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