Burney Company’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 | $424K | Hold |
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|
2025
Q2 | $387K | Buy |
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|
2025
Q1 | $325K | Hold |
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|
2024
Q4 | $355K | Hold |
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|
2024
Q3 | $335K | Buy |
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|
2024
Q2 | $315K | Hold |
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $262K | Hold |
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|
2023
Q3 | $239K | Sell |
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|
2023
Q2 | $254K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $230K | Hold |
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|
2021
Q4 | $252K | Sell |
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|
2021
Q3 | $244K | Sell |
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|
2021
Q2 | $254K | Hold |
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|
2021
Q1 | $227K | Sell |
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|
2020
Q4 | $240K | Sell |
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|
2020
Q3 | $327K | Buy |
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|
2020
Q2 | $241K | Buy |
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