CFS Investment Advisory Services’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
Q2 | $19.8M | Sell |
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|
2025
Q1 | $18.2M | Buy |
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|
2024
Q4 | $19.1M | Sell |
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|
2024
Q3 | $19.2M | Sell |
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|
2024
Q2 | $18.9M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $757K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $727K | Sell |
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|
2022
Q1 | $17K | Buy |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $596K | Buy |
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