Chas P. Smith & Associates (CPS)’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 | $577K | Sell |
|
|||||
|
2025
Q1 | $611K | Buy |
|
|||||
|
2024
Q4 | $535K | Sell |
|
|||||
|
2024
Q3 | $549K | Hold |
|
|||||
|
2024
Q2 | $530K | Sell |
|
|||||
|
2024
Q1 | $514K | Buy |
|
|||||
|
2023
Q4 | $438K | Buy |
|
|||||
|
2023
Q3 | $399K | Buy |
|
|||||
|
2023
Q2 | $335K | Buy |
|
|||||
|
2023
Q1 | $295K | Sell |
|
|||||
|
2022
Q4 | $271K | Sell |
|
|||||
|
2022
Q3 | $271K | Buy |
|
|||||
|
2022
Q2 | $282K | Hold |
|
|||||
|
2022
Q1 | $357K | Hold |
|
|||||
|
2021
Q4 | $391K | Hold |
|
|||||
|
2021
Q3 | $346K | Hold |
|
|||||
|
2021
Q2 | $340K | Buy |
|
|||||
|
2021
Q1 | $288K | Hold |
|
|||||
|
2020
Q4 | $282K | Buy |
|
|||||
|
2020
Q3 | $255K | Hold |
|
|||||
|
2020
Q2 | $229K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $234K | Sell |
|
|||||
|
2019
Q3 | $217K | Hold |
|
|||||
|
2019
Q2 | $216K | Hold |
|
|||||
|
2019
Q1 | $208K | Buy |
|