Brandywine Oak Private Wealth’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 | $667K | Hold |
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|
2025
Q2 | $608K | Hold |
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|
2025
Q1 | $513K | Hold |
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|
2024
Q4 | $561K | Hold |
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|
2024
Q3 | $529K | Hold |
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|
2024
Q2 | $511K | Hold |
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|
2024
Q1 | $466K | Hold |
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|
2023
Q4 | $415K | Hold |
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|
2023
Q3 | $378K | Hold |
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|
2023
Q2 | $389K | Hold |
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|
2023
Q1 | $353K | Hold |
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|
2022
Q4 | $323K | Hold |
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|
2022
Q3 | $319K | Hold |
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|
2022
Q2 | $333K | Hold |
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|
2022
Q1 | $421K | Hold |
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|
2021
Q4 | $462K | Sell |
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|
2021
Q3 | $617K | Hold |
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|
2021
Q2 | $607K | Sell |
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|
2021
Q1 | $716K | Hold |
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|
2020
Q4 | $702K | Hold |
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|
2020
Q3 | $636K | Hold |
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|
2020
Q2 | $571K | Hold |
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|
2020
Q1 | $454K | Hold |
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|
2019
Q4 | $533K | Buy |
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|
2019
Q3 | $483K | Hold |
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|
2019
Q2 | $481K | Sell |
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|
2019
Q1 | $766K | Buy |
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|
2018
Q4 | $666K | Buy |
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