Aufman Associates’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
Q1 | – | Sell |
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|
2024
Q4 | $211K | Sell |
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|
2024
Q3 | $211K | Sell |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $251K | Sell |
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|
2021
Q3 | $229K | Hold |
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|
2021
Q2 | $225K | Hold |
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|
2021
Q1 | $202K | Sell |
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|
2020
Q4 | $204K | Buy |
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