Castle 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 | $817K | Sell |
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|
2025
Q2 | $760K | Hold |
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|
2025
Q1 | $641K | Sell |
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|
2024
Q4 | $743K | Hold |
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|
2024
Q3 | $701K | Hold |
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|
2024
Q2 | $677K | Hold |
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|
2024
Q1 | $618K | Sell |
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|
2023
Q4 | $592K | Hold |
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|
2023
Q3 | $541K | Sell |
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|
2023
Q2 | $591K | Hold |
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|
2023
Q1 | $536K | Hold |
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|
2022
Q4 | $491K | Hold |
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|
2022
Q3 | $485K | Hold |
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|
2022
Q2 | $506K | Buy |
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