Charles Schwab Trust’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
$430K Buy
2025
Q2
$225K Buy
2020
Q1
Sell
2019
Q4
$643K Hold
2019
Q3
$591K Buy