Chesley Taft & Associates’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 | $908K | Hold |
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|
2025
Q2 | $828K | Sell |
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|
2025
Q1 | $726K | Sell |
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|
2024
Q4 | $885K | Buy |
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|
2024
Q3 | $705K | Hold |
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|
2024
Q2 | $681K | Hold |
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|
2024
Q1 | $622K | Hold |
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|
2023
Q4 | $553K | Buy |
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|
2023
Q3 | $486K | Hold |
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|
2023
Q2 | $500K | Buy |
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|
2023
Q1 | $441K | Hold |
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|
2022
Q4 | $403K | Hold |
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|
2022
Q3 | $399K | Hold |
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|
2022
Q2 | $416K | Hold |
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|
2022
Q1 | $498K | Hold |
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|
2021
Q4 | $577K | Hold |
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|
2021
Q3 | $510K | Hold |
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|
2021
Q2 | $502K | Hold |
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|
2021
Q1 | $465K | Hold |
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|
2020
Q4 | $440K | Hold |
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|
2020
Q3 | $398K | Buy |
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|
2020
Q2 | $296K | Hold |
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|
2020
Q1 | $235K | Hold |
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|
2019
Q4 | $276K | Hold |
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|
2019
Q3 | $257K | Hold |
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|
2019
Q2 | $255K | Hold |
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|
2019
Q1 | $246K | Sell |
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|
2018
Q4 | $305K | Hold |
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|
2018
Q3 | $359K | Hold |
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|
2018
Q2 | $329K | Hold |
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|
2018
Q1 | $314K | Hold |
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|
2017
Q4 | $309K | Hold |
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|
2017
Q3 | $290K | Hold |
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|
2017
Q2 | $277K | Hold |
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|
2017
Q1 | $266K | Hold |
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|
2016
Q4 | $247K | Hold |
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|
2016
Q3 | $246K | Hold |
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|
2016
Q2 | $236K | Hold |
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|
2016
Q1 | $235K | Hold |
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|
2015
Q4 | $234K | Hold |
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|
2015
Q3 | $218K | Hold |
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|
2015
Q2 | $231K | Hold |
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|
2015
Q1 | $231K | Buy |
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