Charter Oak Capital Management’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 | $8.43M | Sell |
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|
2025
Q2 | $7.99M | Sell |
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|
2025
Q1 | $6.74M | Buy |
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|
2024
Q4 | $7.3M | Sell |
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|
2024
Q3 | $7.03M | Sell |
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|
2024
Q2 | $6.87M | Sell |
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|
2024
Q1 | $6.54M | Sell |
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|
2023
Q4 | $6.14M | Sell |
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|
2023
Q3 | $5.65M | Sell |
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|
2023
Q2 | $5.99M | Sell |
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|
2023
Q1 | $5.55M | Sell |
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|
2022
Q4 | $5.21M | Buy |
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|
2022
Q3 | $4.43M | Buy |
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|
2022
Q2 | $4.05M | Buy |
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|
2022
Q1 | $4.41M | Sell |
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|
2021
Q4 | $4.83M | Sell |
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|
2021
Q3 | $4.34M | Sell |
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|
2021
Q2 | $4.4M | Sell |
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|
2021
Q1 | $4.02M | Sell |
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|
2020
Q4 | $4.04M | Buy |
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