CarsonAllaria Wealth 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 | $248K | Buy |
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|
2025
Q2 | $224K | Buy |
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|
2025
Q1 | $111K | Buy |
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|
2024
Q4 | $93.1K | Buy |
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|
2024
Q3 | $39.7K | Buy |
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|
2024
Q2 | $37.6K | Buy |
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|
2024
Q1 | $33.8K | Buy |
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|
2023
Q4 | $20.7K | Buy |
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|
2023
Q3 | $18.2K | Buy |
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|
2023
Q2 | $18.5K | Sell |
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|
2023
Q1 | $17.7K | Buy |
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|
2022
Q4 | $16K | Hold |
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|
2022
Q3 | $16K | Buy |
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|
2022
Q2 | $13K | Buy |
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|
2022
Q1 | $5K | Buy |
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|
2021
Q4 | $5K | Buy |
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