Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.33M | Hold |
|
|||||
|
2024
Q3 | $1.25M | Sell |
|
|||||
|
2024
Q2 | $1.23M | Sell |
|
|||||
|
2024
Q1 | $1.14M | Sell |
|
|||||
|
2023
Q4 | $1.06M | Buy |
|
|||||
|
2023
Q3 | $948K | Hold |
|
|||||
|
2023
Q2 | $976K | Sell |
|
|||||
|
2023
Q1 | $898K | Sell |
|
|||||
|
2022
Q4 | $866K | Sell |
|
|||||
|
2022
Q3 | $900K | Hold |
|
|||||
|
2022
Q2 | $939K | Sell |
|
|||||
|
2022
Q1 | $1.2M | Hold |
|
|||||
|
2021
Q4 | $1.31M | Hold |
|
|||||
|
2021
Q3 | $1.16M | Sell |
|
|||||
|
2021
Q2 | $1.16M | Sell |
|
|||||
|
2021
Q1 | $1.09M | Sell |
|
|||||
|
2020
Q4 | $1.09M | Sell |
|
|||||
|
2020
Q3 | $1.23M | Buy |
|
|||||
|
2020
Q2 | $1.02M | Hold |
|
|||||
|
2020
Q1 | $809K | Hold |
|
|||||
|
2019
Q4 | $950K | Buy |
|
|||||
|
2019
Q3 | $539K | Sell |
|
|||||
|
2019
Q2 | $561K | Buy |
|
|||||
|
2019
Q1 | $516K | Hold |
|
|||||
|
2018
Q4 | $451K | Sell |
|
|||||
|
2018
Q3 | $532K | Sell |
|
|||||
|
2018
Q2 | $525K | Hold |
|
|||||
|
2018
Q1 | $501K | Hold |
|
|||||
|
2017
Q4 | $493K | Hold |
|
|||||
|
2017
Q3 | $463K | Hold |
|
|||||
|
2017
Q2 | $442K | Sell |
|
|||||
|
2017
Q1 | $617K | Sell |
|
|||||
|
2016
Q4 | $602K | Hold |
|
|||||
|
2016
Q3 | $602K | Buy |
|
|||||
|
2016
Q2 | $378K | Buy |
|