Axxcess Wealth Management’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 | $1.81M | Buy |
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|
2025
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.54M | Buy |
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $798K | Sell |
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|
2024
Q1 | $774K | Sell |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $988K | Buy |
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|
2023
Q1 | $880K | Buy |
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|
2022
Q4 | $572K | Buy |
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|
2022
Q3 | $562K | Buy |
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|
2022
Q2 | $584K | Buy |
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|
2022
Q1 | $426K | Hold |
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|
2021
Q4 | $467K | Buy |
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