Baker Tilly 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 | $573K | Buy |
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|
2025
Q2 | $513K | Sell |
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|
2025
Q1 | $434K | Buy |
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|
2024
Q4 | $436K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $488K | Sell |
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|
2023
Q4 | $513K | Buy |
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|
2023
Q3 | $418K | Sell |
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|
2023
Q2 | $1.41M | Sell |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $337K | Sell |
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|
2022
Q3 | $360K | Buy |
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|
2022
Q2 | $339K | Hold |
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|
2022
Q1 | $429K | Buy |
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|
2021
Q4 | $466K | Hold |
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|
2021
Q3 | $412K | Buy |
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|
2021
Q2 | $303K | Buy |
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|
2021
Q1 | $267K | Buy |
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|
2020
Q4 | $252K | Buy |
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