Broadview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.7M | Sell |
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|
2025
Q2 | $10.5M | Sell |
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|
2025
Q1 | $9.79M | Sell |
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|
2024
Q4 | $10.8M | Sell |
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|
2024
Q3 | $10.3M | Buy |
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|
2024
Q2 | $9.89M | Sell |
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|
2024
Q1 | $9.05M | Sell |
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|
2023
Q4 | $8.08M | Sell |
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|
2023
Q3 | $7.42M | Sell |
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|
2023
Q2 | $7.92M | Sell |
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|
2023
Q1 | $7.29M | Sell |
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|
2022
Q4 | $6.74M | Buy |
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|
2022
Q3 | $6.57M | Sell |
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|
2022
Q2 | $7.02M | Buy |
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|
2022
Q1 | $8.82M | Buy |
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|
2021
Q4 | $9.43M | Sell |
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|
2021
Q3 | $8.41M | Sell |
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|
2021
Q2 | $8.39M | Sell |
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|
2021
Q1 | $7.67M | Buy |
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|
2020
Q4 | $7.51M | Sell |
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|
2020
Q3 | $6.95M | Sell |
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|
2020
Q2 | $8.05M | Sell |
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|
2020
Q1 | $6.84M | Buy |
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|
2019
Q4 | $7.73M | Sell |
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|
2019
Q3 | $7.43M | Buy |
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|
2019
Q2 | $6.78M | Buy |
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|
2019
Q1 | $6.44M | Buy |
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|
2018
Q4 | $5.28M | Buy |
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|
2018
Q3 | $6.07M | Buy |
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|
2018
Q2 | $5.46M | Sell |
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|
2018
Q1 | $5.23M | Sell |
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|
2017
Q4 | $5.29M | Buy |
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