Beacon Financial Advisory’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
Q2 | $2.16M | Sell |
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|
2025
Q1 | $1.86M | Sell |
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|
2024
Q4 | $2.07M | Buy |
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|
2024
Q3 | $1.71M | Sell |
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|
2024
Q2 | $1.79M | Buy |
|
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $839K | Sell |
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|
2023
Q3 | $783K | Buy |
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|
2023
Q2 | $599K | Buy |
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|
2023
Q1 | $543K | Sell |
|
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|
2022
Q4 | $520K | Sell |
|
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $1.53M | Sell |
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|
2022
Q1 | $2.01M | Sell |
|
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|
2021
Q4 | $2.23M | Buy |
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|
2021
Q3 | $1.97M | Buy |
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|
2021
Q2 | $1.92M | Buy |
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|
2021
Q1 | $1.71M | Buy |
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|
2020
Q4 | $1.61M | Buy |
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|
2020
Q3 | $1.27M | Buy |
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|
2020
Q2 | $989K | Buy |
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|
2020
Q1 | $777K | Buy |
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|
2019
Q4 | $497K | Buy |
|