Avidian Wealth Enterprises’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 | $5.49M | Buy |
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|
2025
Q2 | $4.24M | Sell |
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|
2025
Q1 | $4.13M | Sell |
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|
2024
Q4 | $4.57M | Sell |
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|
2024
Q3 | $4.42M | Sell |
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|
2024
Q2 | $4.73M | Buy |
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|
2024
Q1 | $2.96M | Buy |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $235K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $1.82M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $222K | Buy |
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