Arkadios 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
Q2 | $33.7M | Buy |
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|
2025
Q1 | $24.8M | Buy |
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|
2024
Q4 | $7.69M | Buy |
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|
2024
Q3 | $6.34M | Buy |
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|
2024
Q2 | $4.01M | Buy |
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|
2024
Q1 | $365K | Buy |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q3 | $208K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $97K | Sell |
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|
2021
Q2 | $3.76M | Sell |
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|
2021
Q1 | $5.22M | Sell |
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|
2020
Q4 | $5.36M | Buy |
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|
2020
Q3 | $607K | Buy |
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|
2020
Q2 | $534K | Buy |
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|
2020
Q1 | $393K | Sell |
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|
2019
Q4 | $501K | Buy |
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