Atria Wealth Solutions’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 | $36.6M | Sell |
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|
2025
Q1 | $66.7M | Buy |
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|
2024
Q4 | $72M | Sell |
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|
2024
Q3 | $70.3M | Sell |
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|
2024
Q2 | $78.2M | Buy |
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|
2024
Q1 | $49.9M | Buy |
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|
2023
Q4 | $34M | Buy |
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|
2023
Q3 | $27.8M | Buy |
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|
2023
Q2 | $17.3M | Sell |
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|
2023
Q1 | $16.7M | Buy |
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|
2022
Q4 | $12.2M | Buy |
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|
2022
Q3 | $10.4M | Buy |
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|
2022
Q2 | $10.1M | Sell |
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|
2022
Q1 | $18.2M | Buy |
|