Aprio Wealth 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
Q3 | $1.95M | Sell |
|
|||||
|
2025
Q2 | $1.84M | Sell |
|
|||||
|
2025
Q1 | $1.61M | Buy |
|
|||||
|
2024
Q4 | $1.02M | Hold |
|
|||||
|
2024
Q3 | $960K | Hold |
|
|||||
|
2024
Q2 | $928K | Sell |
|
|||||
|
2024
Q1 | $894K | Buy |
|
|||||
|
2023
Q4 | $753K | Buy |
|
|||||
|
2023
Q3 | $684K | Hold |
|
|||||
|
2023
Q2 | $705K | Sell |
|
|||||
|
2023
Q1 | $679K | Sell |
|
|||||
|
2022
Q4 | $627K | Sell |
|
|||||
|
2022
Q3 | $634K | Buy |
|