Barrett & Company’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 | $18.6M | Buy |
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|
2025
Q2 | $15.8M | Buy |
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|
2025
Q1 | $11.8M | Buy |
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|
2024
Q4 | $12.8M | Buy |
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|
2024
Q3 | $11.7M | Buy |
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|
2024
Q2 | $10.6M | Buy |
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|
2024
Q1 | $9.57M | Buy |
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|
2023
Q4 | $8.42M | Buy |
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|
2023
Q3 | $7.23M | Buy |
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|
2023
Q2 | $7.33M | Sell |
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|
2023
Q1 | $6.91M | Buy |
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|
2022
Q4 | $6.27M | Hold |
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|
2022
Q3 | $6.27M | Buy |
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