Chesapeake Wealth 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 | $330K | Sell |
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|
2025
Q2 | $307K | Sell |
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|
2025
Q1 | $272K | Sell |
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|
2024
Q4 | $300K | Hold |
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|
2024
Q3 | $283K | Sell |
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|
2024
Q2 | $278K | Sell |
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|
2024
Q1 | $266K | Sell |
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|
2023
Q4 | $248K | Hold |
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|
2023
Q3 | $226K | Sell |
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|
2023
Q2 | $253K | Sell |
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|
2023
Q1 | $303K | Hold |
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|
2022
Q4 | $278K | Sell |
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|
2022
Q3 | $281K | Sell |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $375K | Sell |
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|
2021
Q4 | $414K | Sell |
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|
2021
Q3 | $386K | Sell |
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|
2021
Q2 | $404K | Sell |
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|
2021
Q1 | $371K | Sell |
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|
2020
Q4 | $386K | Sell |
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|
2020
Q3 | $374K | Hold |
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|
2020
Q2 | $336K | Hold |
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|
2020
Q1 | $267K | Sell |
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|
2019
Q4 | $315K | Hold |
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|
2019
Q3 | $293K | Hold |
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|
2019
Q2 | $291K | Sell |
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|
2019
Q1 | $284K | Buy |
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|
2018
Q4 | $244K | Sell |
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|
2018
Q3 | $300K | Hold |
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|
2018
Q2 | $275K | Buy |
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|
2018
Q1 | $250K | Buy |
|