CCG 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 | $2.73M | Hold |
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|
2025
Q2 | $2.49M | Sell |
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|
2025
Q1 | $2.11M | Sell |
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|
2024
Q4 | $2.31M | Sell |
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|
2024
Q3 | $2.18M | Sell |
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|
2024
Q2 | $2.12M | Sell |
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|
2024
Q1 | $1.98M | Sell |
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|
2023
Q4 | $1.99M | Sell |
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|
2023
Q3 | $1.82M | Hold |
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|
2023
Q2 | $1.87M | Sell |
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|
2023
Q1 | $1.88M | Buy |
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|
2022
Q4 | $1.72M | Buy |
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|
2022
Q3 | $1.59M | Sell |
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|
2022
Q2 | $1.66M | Sell |
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|
2022
Q1 | $2.11M | Sell |
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|
2021
Q4 | $2.33M | Sell |
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|
2021
Q3 | $2.09M | Hold |
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|
2021
Q2 | $2.05M | Sell |
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|
2021
Q1 | $1.84M | Sell |
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|
2020
Q4 | $1.82M | Sell |
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|
2020
Q3 | $1.71M | Sell |
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|
2020
Q2 | $1.55M | Sell |
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|
2020
Q1 | $3.47M | Sell |
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|
2019
Q4 | $5.65M | Sell |
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|
2019
Q3 | $5.8M | Sell |
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|
2019
Q2 | $6.28M | Buy |
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|
2019
Q1 | $5.76M | Buy |
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|
2018
Q4 | $4.78M | Buy |
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