Coldstream Capital Management’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 | $9.37M | Sell |
|
|||||
|
2025
Q1 | $8.53M | Sell |
|
|||||
|
2024
Q4 | $9.41M | Sell |
|
|||||
|
2024
Q3 | $9.05M | Sell |
|
|||||
|
2024
Q2 | $9.36M | Buy |
|
|||||
|
2024
Q1 | $8.05M | Buy |
|
|||||
|
2023
Q4 | $6.82M | Buy |
|
|||||
|
2023
Q3 | $5.97M | Sell |
|
|||||
|
2023
Q2 | $6.22M | Sell |
|
|||||
|
2023
Q1 | $5.73M | Buy |
|
|||||
|
2022
Q4 | $5.2M | Buy |
|
|||||
|
2022
Q2 | $647K | Buy |
|
|||||
|
2022
Q1 | $261K | Buy |
|
|||||
|
2021
Q4 | $286K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $198K | Sell |
|
|||||
|
2017
Q3 | $294K | Buy |
|