CLA (CliftonLarsonAllen) Wealth Advisors’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 | $115M | Sell |
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|
2025
Q2 | $111M | Sell |
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2025
Q1 | $100M | Sell |
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|
2024
Q4 | $138M | Sell |
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|
2024
Q3 | $140M | Sell |
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|
2024
Q2 | $137M | Sell |
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|
2024
Q1 | $128M | Buy |
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|
2023
Q4 | $110M | Sell |
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|
2023
Q3 | $103M | Sell |
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|
2023
Q2 | $106M | Sell |
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|
2023
Q1 | $97.2M | Buy |
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|
2022
Q4 | $84.4M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $85.4M | Buy |
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|
2022
Q1 | $104M | Sell |
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|
2021
Q4 | $125M | Buy |
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|
2021
Q3 | $109M | Buy |
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|
2021
Q2 | $107M | Buy |
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|
2021
Q1 | $94.9M | Sell |
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|
2020
Q4 | $96.7M | Sell |
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|
2020
Q3 | $89M | Sell |
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|
2020
Q2 | $90.1M | Buy |
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|
2019
Q4 | $93.1M | Buy |
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|
2019
Q3 | $79.9M | Buy |
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|
2019
Q2 | $72.4M | Buy |
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|
2019
Q1 | $66.2M | Sell |
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|
2018
Q4 | $58.2M | Sell |
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|
2018
Q3 | $69.1M | Buy |
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|
2018
Q2 | $60M | Buy |
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|
2018
Q1 | $56.3M | Buy |
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|
2017
Q4 | $52.9M | Buy |
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|
2017
Q3 | $48.7M | Buy |
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|
2017
Q2 | $45.5M | Sell |
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|
2017
Q1 | $43.8M | Sell |
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|
2016
Q4 | $40.7M | Buy |
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|
2016
Q3 | $37.9M | Buy |
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|
2016
Q2 | $34.7M | Buy |
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|
2016
Q1 | $32.8M | Buy |
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|
2015
Q4 | $24.8M | Buy |
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|
2015
Q3 | $17.4M | Buy |
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|
2015
Q2 | $7.61M | Buy |
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|
2015
Q1 | $7.34M | Sell |
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|
2014
Q4 | $7.35M | Sell |
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|
2014
Q3 | $8.3M | Sell |
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|
2014
Q2 | $8.59M | Sell |
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|
2014
Q1 | $8.57M | Buy |
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|
2013
Q4 | $8.41M | Buy |
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|
2013
Q3 | $6.26M | Buy |
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|
2013
Q2 | $1.51M | Buy |
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