Bernardo Wealth Planning’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 | $2.22M | Sell |
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|
2025
Q1 | $1.89M | Hold |
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|
2024
Q4 | $2.06M | Sell |
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|
2024
Q3 | $2.45M | Buy |
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|
2024
Q2 | $2.32M | Hold |
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|
2024
Q1 | $2.12M | Hold |
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|
2023
Q4 | $1.88M | Buy |
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|
2023
Q3 | $1.69M | Sell |
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|
2023
Q2 | $1.8M | Hold |
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|
2023
Q1 | $1.63M | Buy |
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|
2022
Q4 | $1.25M | Hold |
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|
2022
Q3 | $1.28M | Hold |
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|
2022
Q2 | $1.29M | Hold |
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|
2022
Q1 | $1.63M | Hold |
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|
2021
Q4 | $1.79M | Hold |
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|
2021
Q3 | $1.58M | Sell |
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|
2021
Q2 | $1.58M | Hold |
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|
2021
Q1 | $1.41M | Sell |
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|
2020
Q4 | $1.72M | Sell |
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|
2020
Q3 | $1.68M | Hold |
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|
2020
Q2 | $1.51M | Sell |
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|
2020
Q1 | $1.21M | Sell |
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|
2019
Q4 | $1.56M | Sell |
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|
2019
Q3 | $1.46M | Buy |
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|
2019
Q2 | $1.45M | Sell |
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|
2019
Q1 | $1.4M | Buy |
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|
2018
Q4 | $1.21M | Buy |
|