Center for Financial Planning’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 | $191K | Buy |
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|
2025
Q2 | $145K | Hold |
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|
2025
Q1 | $122K | Hold |
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|
2024
Q4 | $134K | Buy |
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|
2024
Q3 | $77.9K | Hold |
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|
2024
Q2 | $75.3K | Hold |
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|
2024
Q1 | $68.7K | Hold |
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|
2023
Q4 | $61.1K | Sell |
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|
2023
Q3 | $105K | Hold |
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|
2023
Q2 | $108K | Hold |
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|
2023
Q1 | $97.6K | Hold |
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|
2022
Q4 | $89.4K | Sell |
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|
2022
Q3 | $98K | Hold |
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|
2022
Q2 | $102K | Hold |
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|
2022
Q1 | $129K | Hold |
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|
2021
Q4 | $142K | Hold |
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|
2021
Q3 | $125K | Hold |
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|
2021
Q2 | $123K | Sell |
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|
2021
Q1 | $130K | Buy |
|