Carolina Wealth 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
Q4 | $35.7K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $70K | Hold |
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|
2023
Q3 | $63.8K | Hold |
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|
2023
Q2 | $65.7K | Hold |
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|
2023
Q1 | $59.5K | Hold |
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|
2022
Q4 | $55K | Hold |
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|
2022
Q3 | $54K | Hold |
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|
2022
Q2 | $56K | Hold |
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|
2022
Q1 | $71K | Hold |
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|
2021
Q4 | $78K | Hold |
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|
2021
Q3 | $69K | Hold |
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|
2021
Q2 | $68K | Hold |
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|
2021
Q1 | $61K | Hold |
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|
2020
Q4 | $59K | Buy |
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