Arete 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 | $4.07M | Buy |
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|
2025
Q2 | $3.6M | Buy |
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|
2025
Q1 | $3.01M | Buy |
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|
2024
Q4 | $2.94M | Buy |
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|
2024
Q3 | $2.03M | Sell |
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|
2024
Q2 | $2.52M | Buy |
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|
2024
Q1 | $1.73M | Buy |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $442K | Sell |
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|
2023
Q2 | $894K | Sell |
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|
2023
Q1 | $868K | Buy |
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|
2022
Q4 | $780M | Buy |
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|
2022
Q3 | $544K | Buy |
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|
2022
Q2 | $417K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.82M | Sell |
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|
2021
Q3 | $1.85M | Buy |
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|
2021
Q2 | $1.21M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $242K | Sell |
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|
2020
Q3 | $220K | Sell |
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|
2020
Q2 | $679K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $567K | Buy |
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|
2019
Q2 | $535K | Sell |
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|
2019
Q1 | $874K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $740K | Sell |
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|
2015
Q4 | $983K | Buy |
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|
2015
Q3 | $818K | Hold |
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|
2015
Q2 | $864K | Buy |
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|
2015
Q1 | $859K | Hold |
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|
2014
Q4 | $841K | Buy |
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|
2014
Q3 | $777K | Buy |
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|
2014
Q2 | $753K | Hold |
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|
2014
Q1 | $715K | Sell |
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|
2013
Q4 | $711K | Buy |
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