Cerity Partners’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 | $34.7M | Sell |
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|
2025
Q2 | $35.4M | Sell |
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|
2025
Q1 | $30M | Sell |
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|
2024
Q4 | $33.8M | Buy |
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|
2024
Q3 | $24.1M | Buy |
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|
2024
Q2 | $22M | Sell |
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|
2024
Q1 | $22.6M | Sell |
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|
2023
Q4 | $20.2M | Buy |
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|
2023
Q3 | $10.4M | Sell |
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|
2023
Q2 | $20.8M | Buy |
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|
2023
Q1 | $17.1M | Buy |
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|
2022
Q4 | $13.8M | Buy |
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|
2022
Q3 | $9.97M | Sell |
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|
2022
Q2 | $12.1M | Buy |
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|
2022
Q1 | $6.78M | Buy |
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|
2021
Q4 | $7.25M | Buy |
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|
2021
Q3 | $5.62M | Sell |
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|
2021
Q2 | $5.55M | Sell |
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|
2021
Q1 | $7.06M | Sell |
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|
2020
Q4 | $8.95M | Buy |
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|
2020
Q3 | $6.9M | Sell |
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|
2020
Q2 | $6.47M | Sell |
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|
2020
Q1 | $5.17M | Sell |
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|
2019
Q4 | $6.21M | Buy |
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|
2019
Q3 | $4.58M | Sell |
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|
2019
Q2 | $4.59M | Buy |
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|
2019
Q1 | $4.35M | Buy |
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|
2018
Q4 | $3.64M | Buy |
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|
2018
Q3 | $4.23M | Sell |
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|
2018
Q2 | $3.89M | Buy |
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|
2018
Q1 | $3.37M | Sell |
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|
2017
Q4 | $3.51M | Buy |
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|
2017
Q3 | $3.2M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.7M | Buy |
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