Cardiff Park Advisors’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 | $217K | Hold |
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|
2025
Q2 | $198K | Hold |
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|
2025
Q1 | $167K | Buy |
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|
2024
Q4 | $164K | Hold |
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|
2024
Q3 | $155K | Hold |
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|
2024
Q2 | $150K | Hold |
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|
2024
Q1 | $137K | Hold |
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|
2023
Q4 | $122K | Hold |
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|
2023
Q3 | $111K | Hold |
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|
2023
Q2 | $114K | Hold |
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|
2023
Q1 | $104K | Hold |
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|
2022
Q4 | $94.8K | Sell |
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|
2022
Q3 | $159K | Hold |
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|
2022
Q2 | $166K | Hold |
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|
2022
Q1 | $210K | Hold |
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|
2021
Q4 | $230K | Buy |
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