Beaumont Financial Advisors’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 | $544K | Hold |
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|
2025
Q2 | $497K | Buy |
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|
2025
Q1 | $413K | Hold |
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|
2024
Q4 | $452K | Hold |
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|
2024
Q3 | $426K | Hold |
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|
2024
Q2 | $412K | Hold |
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|
2024
Q1 | $376K | Sell |
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|
2023
Q4 | $454K | Sell |
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|
2023
Q3 | $515K | Hold |
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|
2023
Q2 | $530K | Hold |
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|
2023
Q1 | $481K | Hold |
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|
2022
Q4 | $440K | Sell |
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|
2022
Q3 | $615K | Buy |
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|
2022
Q2 | $589K | Hold |
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|
2022
Q1 | $745K | Hold |
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|
2021
Q4 | $816K | Hold |
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|
2021
Q3 | $721K | Sell |
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|
2021
Q2 | $717K | Hold |
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|
2021
Q1 | $642K | Sell |
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|
2020
Q4 | $654K | Buy |
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|
2020
Q3 | $492K | Sell |
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|
2020
Q2 | $452K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Hold |
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|
2019
Q3 | $214K | Hold |
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|
2019
Q2 | $213K | Sell |
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|
2019
Q1 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $257K | Buy |
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|
2018
Q2 | $212K | Buy |
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