Apella Capital’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 | $12.8M | Buy |
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|
2025
Q2 | $1.36M | Buy |
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|
2025
Q1 | $943K | Buy |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $723K | Buy |
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|
2024
Q2 | $726K | Buy |
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|
2024
Q1 | $594K | Buy |
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|
2023
Q4 | $313K | Hold |
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|
2023
Q3 | $294K | Hold |
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|
2023
Q2 | $303K | Buy |
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|
2022
Q4 | $260K | Hold |
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|
2022
Q3 | $257K | Hold |
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|
2022
Q2 | $268K | Hold |
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|
2022
Q1 | $340K | Hold |
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|
2021
Q4 | $372K | Hold |
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|
2021
Q3 | $329K | Hold |
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|
2021
Q2 | $324K | Buy |
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|
2021
Q1 | $279K | Hold |
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|
2020
Q4 | $274K | Hold |
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|
2020
Q3 | $248K | Hold |
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|
2020
Q2 | $223K | Buy |
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