Annex Advisory Services’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 | $543K | Sell |
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|
2025
Q2 | $495K | Sell |
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|
2025
Q1 | $438K | Buy |
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|
2024
Q4 | $457K | Hold |
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|
2024
Q3 | $431K | Buy |
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|
2024
Q2 | $385K | Buy |
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|
2024
Q1 | $342K | Buy |
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|
2023
Q4 | $284K | Buy |
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $265K | Hold |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Sell |
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|
2022
Q1 | $323K | Buy |
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|
2021
Q4 | $326K | Buy |
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|
2021
Q3 | $251K | Hold |
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|
2021
Q2 | $247K | Hold |
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|
2021
Q1 | $221K | Hold |
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|
2020
Q4 | $216K | Buy |
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