Baron 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 | $3.48M | Buy |
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|
2025
Q2 | $3.17M | Buy |
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|
2025
Q1 | $2.67M | Sell |
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|
2024
Q4 | $2.94M | Buy |
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|
2024
Q3 | $2.77M | Sell |
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|
2024
Q2 | $2.7M | Sell |
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|
2024
Q1 | $2.47M | Sell |
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|
2023
Q4 | $2.35M | Buy |
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|
2023
Q3 | $2.13M | Hold |
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|
2023
Q2 | $2.19M | Buy |
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|
2023
Q1 | $1.98M | Sell |
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|
2022
Q4 | $3.17M | Buy |
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