Anchor Investment Management’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 | $111K | Hold |
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|
2025
Q1 | $93.5K | Buy |
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|
2024
Q4 | $102K | Hold |
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|
2024
Q3 | $96.4K | Hold |
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|
2024
Q2 | $93.2K | Hold |
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|
2024
Q1 | $85K | Buy |
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|
2023
Q4 | $75.1K | Hold |
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|
2023
Q3 | $68.4K | Buy |
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|
2023
Q2 | $39.2K | Buy |
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|
2023
Q1 | $22.7K | Hold |
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|
2022
Q4 | $20.8K | Hold |
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|
2022
Q3 | $20.6K | Hold |
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|
2022
Q2 | $21.5K | Hold |
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|
2022
Q1 | $27.2K | Hold |
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|
2021
Q4 | $29.8K | Hold |
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|
2021
Q3 | $26.3K | Hold |
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|
2021
Q2 | $25.9K | Hold |
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|
2021
Q1 | $23.2K | Hold |
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|
2020
Q4 | $22.7K | Hold |
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|
2020
Q3 | $20.6K | Hold |
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|
2020
Q2 | $18.5K | Hold |
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|
2020
Q1 | $14.7K | Hold |
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|
2019
Q4 | $17.2K | Hold |
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|
2019
Q3 | $16K | Hold |
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|
2019
Q2 | $16K | Hold |
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|
2019
Q1 | $15.3K | Hold |
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|
2018
Q4 | $13.4K | Hold |
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|
2018
Q3 | $15.8K | Sell |
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|
2018
Q2 | $26.7K | Hold |
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|
2018
Q1 | $25.4K | Hold |
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|
2017
Q4 | $25.1K | Sell |
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|
2017
Q3 | $29.8K | Buy |
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|
2017
Q2 | $28.3K | Hold |
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|
2017
Q1 | $27.2K | Buy |
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