Claro 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
Q2 | $746K | Sell |
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|
2025
Q1 | $956K | Sell |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $760K | Buy |
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|
2023
Q3 | $692K | Sell |
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|
2023
Q2 | $800K | Sell |
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|
2023
Q1 | $925K | Buy |
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|
2022
Q4 | $829K | Buy |
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|
2022
Q3 | $728K | Hold |
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|
2022
Q2 | $728K | Buy |
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|
2022
Q1 | $660K | Hold |
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|
2021
Q4 | $660K | Sell |
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|
2021
Q3 | $585K | Hold |
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|
2021
Q2 | $576K | Sell |
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|
2021
Q1 | $559K | Hold |
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|
2020
Q4 | $548K | Hold |
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|
2020
Q3 | $496K | Sell |
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|
2020
Q2 | $462K | Buy |
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|
2020
Q1 | $350K | Sell |
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|
2019
Q4 | $412K | Sell |
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|
2019
Q3 | $402K | Sell |
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|
2019
Q2 | $403K | Buy |
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|
2019
Q1 | $382K | Buy |
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|
2018
Q4 | $342K | Buy |
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