Blue Bell Private 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
Q2 | $572K | Sell |
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|
2025
Q1 | $484K | Sell |
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|
2024
Q4 | $531K | Sell |
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|
2024
Q3 | $553K | Hold |
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|
2024
Q2 | $534K | Hold |
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|
2024
Q1 | $488K | Sell |
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|
2023
Q4 | $479K | Hold |
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|
2023
Q3 | $436K | Sell |
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|
2023
Q2 | $449K | Hold |
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|
2023
Q1 | $407K | Hold |
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|
2022
Q4 | $373K | Sell |
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|
2022
Q3 | $376K | Hold |
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|
2022
Q2 | $392K | Sell |
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|
2022
Q1 | $515K | Sell |
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|
2021
Q4 | $585K | Hold |
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|
2021
Q3 | $516K | Hold |
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|
2021
Q2 | $508K | Hold |
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|
2021
Q1 | $455K | Sell |
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|
2020
Q4 | $640K | Sell |
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|
2020
Q3 | $585K | Sell |
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|
2020
Q2 | $520K | Buy |
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|
2020
Q1 | $408K | Sell |
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|
2019
Q4 | $606K | Buy |
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|
2019
Q3 | $461K | Hold |
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|
2019
Q2 | $459K | Sell |
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|
2019
Q1 | $459K | Sell |
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|
2018
Q4 | $403K | Hold |
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|
2018
Q3 | $475K | Sell |
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|
2018
Q2 | $443K | Buy |
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|
2018
Q1 | $398K | Buy |
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|
2017
Q4 | $306K | Sell |
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|
2017
Q3 | $400K | Sell |
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|
2017
Q2 | $475K | Buy |
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|
2017
Q1 | $295K | Sell |
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|
2016
Q4 | $380K | Hold |
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|
2016
Q3 | $380K | Buy |
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|
2016
Q2 | $280K | Sell |
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|
2016
Q1 | $302K | Sell |
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|
2015
Q4 | $377K | Sell |
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|
2015
Q3 | $466K | Sell |
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|
2015
Q2 | $518K | Sell |
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|
2015
Q1 | $543K | Sell |
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|
2014
Q4 | $547K | Sell |
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|
2014
Q3 | $540K | Hold |
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|
2014
Q2 | $532K | Hold |
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|
2014
Q1 | $505K | Hold |
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|
2013
Q4 | $499K | Sell |
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|
2013
Q3 | $494K | Buy |
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|
2013
Q2 | $425K | Buy |
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