Atwood & Palmer’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 | – | Sell |
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|
2025
Q2 | $43.6K | Hold |
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|
2025
Q1 | $36.8K | Hold |
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|
2024
Q4 | $40.2K | Sell |
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|
2024
Q3 | $42.3K | Sell |
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|
2024
Q2 | $49.1K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $84.6K | Hold |
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|
2023
Q1 | $76.7K | Hold |
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|
2022
Q4 | $70.2K | Hold |
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|
2022
Q3 | $69K | Hold |
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|
2022
Q2 | $72K | Sell |
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|
2022
Q1 | $145K | Sell |
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|
2021
Q4 | $287K | Hold |
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|
2021
Q3 | $253K | Hold |
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|
2021
Q2 | $249K | Sell |
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|
2021
Q1 | $418K | Hold |
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|
2020
Q4 | $410K | Sell |
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|
2020
Q3 | $378K | Buy |
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|
2020
Q2 | $333K | Hold |
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|
2020
Q1 | $265K | Hold |
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|
2019
Q4 | $311K | Hold |
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|
2019
Q3 | $289K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $462K | Hold |
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|
2015
Q3 | $430K | Buy |
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|
2015
Q2 | $435K | Hold |
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|
2015
Q1 | $435K | Hold |
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|
2014
Q4 | $427K | Buy |
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