BBR Partners’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 | $1.7M | Hold |
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|
2025
Q2 | $1.55M | Hold |
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|
2025
Q1 | $1.31M | Hold |
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|
2024
Q4 | $1.43M | Hold |
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|
2024
Q3 | $1.35M | Hold |
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|
2024
Q2 | $1.3M | Hold |
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|
2024
Q1 | $1.19M | Hold |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $605K | Sell |
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|
2023
Q2 | $628K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.65M | Sell |
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|
2020
Q1 | $1.37M | Sell |
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|
2019
Q4 | $1.75M | Buy |
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|
2019
Q3 | $1.48M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $857K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $210K | Sell |
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|
2015
Q2 | $324K | Buy |
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