CFM Wealth 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 | $1.39M | Sell |
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|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $999K | Buy |
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|
2024
Q1 | $885K | Sell |
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|
2023
Q4 | $809K | Buy |
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|
2023
Q3 | $720K | Sell |
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|
2023
Q2 | $782K | Buy |
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|
2023
Q1 | $691K | Sell |
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|
2022
Q4 | $760K | Sell |
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|
2022
Q3 | $763K | Buy |
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|
2022
Q2 | $547K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $64K | Sell |
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|
2020
Q1 | $78K | Hold |
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|
2019
Q4 | $96K | Buy |
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