Bogart Wealth LLC’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 | $587K | Buy |
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|
2025
Q2 | $535K | Sell |
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|
2025
Q1 | $846K | Buy |
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|
2024
Q4 | $921K | Buy |
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|
2024
Q3 | $831K | Buy |
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|
2024
Q2 | $789K | Buy |
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|
2024
Q1 | $690K | Sell |
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|
2023
Q4 | $703K | Sell |
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|
2023
Q3 | $655K | Buy |
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|
2023
Q2 | $598K | Buy |
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|
2023
Q1 | $171K | Buy |
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|
2022
Q4 | $87.2K | Sell |
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|
2022
Q3 | $108K | Sell |
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|
2022
Q2 | $154K | Sell |
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|
2022
Q1 | $225K | Sell |
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|
2021
Q4 | $290K | Buy |
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|
2021
Q3 | $232K | Buy |
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|
2021
Q2 | $191K | Buy |
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|
2021
Q1 | $61K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $5K | Buy |
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