Belpointe Asset 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
Q2 | $6.57M | Sell |
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|
2025
Q1 | $5.63M | Sell |
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|
2024
Q4 | $9.45M | Buy |
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|
2024
Q3 | $9.65M | Sell |
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|
2024
Q2 | $9.63M | Buy |
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|
2024
Q1 | $8M | Buy |
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|
2023
Q4 | $3.81M | Sell |
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|
2023
Q3 | $3.52M | Sell |
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|
2023
Q2 | $3.72M | Buy |
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|
2023
Q1 | $3.3M | Buy |
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|
2022
Q4 | $3M | Sell |
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|
2022
Q3 | $3.35M | Buy |
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|
2022
Q2 | $3.47M | Buy |
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|
2022
Q1 | $3.53M | Sell |
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|
2021
Q4 | $5.66M | Buy |
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|
2021
Q3 | $4.4M | Buy |
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|
2021
Q2 | $2.99M | Buy |
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|
2021
Q1 | $2.66M | Sell |
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|
2020
Q4 | $3.99M | Buy |
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|
2020
Q3 | $2.69M | Buy |
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|
2020
Q2 | $2.36M | Buy |
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|
2020
Q1 | $1.83M | Sell |
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|
2019
Q4 | $2.98M | Buy |
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|
2019
Q3 | $2.72M | Buy |
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|
2019
Q2 | $2.64M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2M | Sell |
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|
2018
Q3 | $2.44M | Buy |
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|
2018
Q2 | $352K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $229K | Buy |
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|
2017
Q3 | $208K | Buy |
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