Avantax Planning Partners’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 | $21.6M | Buy |
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|
2025
Q1 | $15.3M | Buy |
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|
2024
Q4 | $13.6M | Sell |
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|
2024
Q3 | $13M | Sell |
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|
2024
Q2 | $14.2M | Sell |
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|
2024
Q1 | $13.3M | Sell |
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|
2023
Q4 | $13.9M | Sell |
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|
2023
Q3 | $12.9M | Sell |
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|
2023
Q2 | $13.3M | Sell |
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|
2023
Q1 | $12.1M | Sell |
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|
2022
Q4 | $11.6M | Sell |
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|
2022
Q3 | $26.1M | Buy |
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|
2022
Q2 | $21.6M | Buy |
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|
2022
Q1 | $15.5M | Buy |
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|
2021
Q4 | $12.3M | Buy |
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|
2021
Q3 | $10.7M | Sell |
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|
2021
Q2 | $10.6M | Sell |
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|
2021
Q1 | $9.53M | Buy |
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|
2020
Q4 | $9.32M | Buy |
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|
2020
Q3 | $8.02M | Sell |
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|
2020
Q2 | $7.51M | Sell |
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|
2020
Q1 | $6.42M | Sell |
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|
2019
Q4 | $8.05M | Sell |
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|
2019
Q3 | $7.57M | Buy |
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|
2019
Q2 | $7.65M | Buy |
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|
2019
Q1 | $6.95M | Sell |
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|
2018
Q4 | $6.2M | Buy |
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|
2018
Q3 | $5.06M | Sell |
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|
2018
Q2 | $4.68M | Sell |
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|
2018
Q1 | $4.5M | Sell |
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|
2017
Q4 | $4.54M | Sell |
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|
2017
Q3 | $5.62M | Sell |
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|
2017
Q2 | $6.53M | Buy |
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|
2017
Q1 | $6.25M | Sell |
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|
2016
Q4 | $6.02M | Buy |
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