Clearstead 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 | $39.9M | Buy |
|
|||||
|
2025
Q1 | $33.4M | Sell |
|
|||||
|
2024
Q4 | $36.7M | Sell |
|
|||||
|
2024
Q3 | $34.9M | Buy |
|
|||||
|
2024
Q2 | $33.5M | Buy |
|
|||||
|
2024
Q1 | $29.2M | Buy |
|
|||||
|
2023
Q4 | $25.2M | Sell |
|
|||||
|
2023
Q3 | $45M | Buy |
|
|||||
|
2023
Q2 | $23.5M | Buy |
|
|||||
|
2023
Q1 | $4.57M | Sell |
|
|||||
|
2022
Q4 | $4.48M | Sell |
|
|||||
|
2022
Q3 | $5.02M | Sell |
|
|||||
|
2022
Q2 | $5.73M | Buy |
|
|||||
|
2022
Q1 | $7.16M | Buy |
|
|||||
|
2021
Q4 | $5.19M | Hold |
|
|||||
|
2021
Q3 | $4.58M | Buy |
|
|||||
|
2021
Q2 | $4.39M | Sell |
|
|||||
|
2021
Q1 | $4.08M | Sell |
|
|||||
|
2020
Q4 | $5.36M | Sell |
|
|||||
|
2020
Q3 | $5.74M | Sell |
|
|||||
|
2020
Q2 | $5.42M | Sell |
|
|||||
|
2020
Q1 | $4.39M | Buy |
|
|||||
|
2019
Q4 | $5.08M | Sell |
|
|||||
|
2019
Q3 | $4.82M | Sell |
|
|||||
|
2019
Q2 | $4.94M | Buy |
|
|||||
|
2019
Q1 | $4.72M | Sell |
|
|||||
|
2018
Q4 | $4.14M | Buy |
|
|||||
|
2018
Q3 | $4.71M | Hold |
|
|||||
|
2018
Q2 | $4.33M | Sell |
|
|||||
|
2018
Q1 | $4.26M | Sell |
|
|||||
|
2017
Q4 | $6.22M | Hold |
|
|||||
|
2017
Q3 | $5.84M | Sell |
|
|||||
|
2017
Q2 | $5.6M | Buy |
|
|||||
|
2017
Q1 | $5.38M | Sell |
|
|||||
|
2016
Q4 | $5.13M | Buy |
|