Amplius 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 | $680K | Buy |
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|
2025
Q2 | $620K | Buy |
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|
2025
Q1 | $522K | Buy |
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|
2024
Q4 | $570K | Buy |
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|
2024
Q3 | $537K | Buy |
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|
2024
Q2 | $519K | Buy |
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|
2024
Q1 | $414K | Buy |
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|
2023
Q4 | $368K | Buy |
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|
2023
Q3 | $333K | Hold |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $310K | Buy |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q3 | $279K | Buy |
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|
2022
Q2 | $290K | Buy |
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|
2022
Q1 | $367K | Buy |
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|
2021
Q4 | $401K | Buy |
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