Beaird Harris 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 | $201K | Hold |
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2025
Q2 | $183K | Hold |
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|
2025
Q1 | $154K | Buy |
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|
2024
Q4 | $164K | Buy |
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|
2024
Q3 | $76.1K | Buy |
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|
2024
Q2 | $56.9K | Buy |
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|
2024
Q1 | $46.4K | Hold |
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|
2023
Q4 | $41.3K | Hold |
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|
2023
Q3 | $37.6K | Hold |
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|
2023
Q2 | $38.8K | Hold |
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|
2023
Q1 | $35.1K | Hold |
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|
2022
Q4 | $32.2K | Hold |
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|
2022
Q3 | $32K | Buy |
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