Clearview 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
Q2 | $2.54M | Sell |
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|
2025
Q1 | $2.33M | Sell |
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|
2024
Q4 | $2.83M | Sell |
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|
2024
Q3 | $2.81M | Buy |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $322K | Sell |
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|
2023
Q4 | $381K | Buy |
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|
2023
Q3 | $320K | Buy |
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|
2023
Q2 | $114K | Hold |
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|
2023
Q1 | $104K | Hold |
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|
2022
Q4 | $95K | Hold |
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|
2022
Q3 | $94K | Hold |
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|
2022
Q2 | $98K | Hold |
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|
2022
Q1 | $124K | Hold |
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|
2021
Q4 | $136K | Hold |
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|
2021
Q3 | $120K | Hold |
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|
2021
Q2 | $118K | Hold |
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|
2021
Q1 | $106K | Sell |
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|
2020
Q4 | $190K | Buy |
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