Bartlett & Co 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 | $5.25M | Sell |
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|
2025
Q2 | $4.81M | Buy |
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|
2025
Q1 | $3.6M | Buy |
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|
2024
Q4 | $3.88M | Buy |
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|
2024
Q3 | $3.57M | Buy |
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|
2024
Q2 | $3.39M | Buy |
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|
2024
Q1 | $3.08M | Sell |
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|
2023
Q4 | $2.91M | Buy |
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|
2023
Q3 | $2.62M | Sell |
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|
2023
Q2 | $2.69M | Sell |
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|
2023
Q1 | $2.58M | Sell |
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|
2022
Q4 | $3.05M | Buy |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $744K | Buy |
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|
2021
Q4 | $708K | Sell |
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|
2021
Q3 | $647K | Sell |
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|
2021
Q2 | $772K | Buy |
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|
2021
Q1 | $648K | Buy |
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|
2020
Q4 | $609K | Sell |
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|
2020
Q3 | $555K | Buy |
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|
2020
Q2 | $469K | Buy |
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|
2020
Q1 | $284K | Sell |
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|
2019
Q4 | $412K | Buy |
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|
2019
Q3 | $325K | Sell |
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|
2019
Q2 | $350K | Sell |
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|
2019
Q1 | $350K | Sell |
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|
2018
Q4 | $353K | Sell |
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|
2018
Q3 | $632K | Sell |
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|
2018
Q2 | $607K | Sell |
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|
2018
Q1 | $600K | Buy |
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