Colton Groome Financial 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 | $738K | Sell |
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|
2025
Q2 | $688K | Buy |
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|
2025
Q1 | $570K | Sell |
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|
2024
Q4 | $646K | Hold |
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|
2024
Q3 | $609K | Sell |
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|
2024
Q2 | $642K | Sell |
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|
2024
Q1 | $606K | Sell |
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|
2023
Q4 | $581K | Sell |
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|
2023
Q3 | $539K | Sell |
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|
2023
Q2 | $563K | Sell |
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|
2023
Q1 | $513K | Sell |
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|
2022
Q4 | $474K | Sell |
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|
2022
Q3 | $687K | Sell |
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|
2022
Q2 | $721K | Buy |
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|
2022
Q1 | $713K | Sell |
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|
2021
Q4 | $921K | Sell |
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|
2021
Q3 | $837K | Sell |
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|
2021
Q2 | $827K | Sell |
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|
2021
Q1 | $789K | Sell |
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|
2020
Q4 | $842K | Sell |
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|
2020
Q3 | $1.22M | Sell |
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|
2020
Q2 | $1.37M | Sell |
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|
2020
Q1 | $1.11M | Sell |
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|
2019
Q4 | $1.31M | Sell |
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|
2019
Q3 | $1.32M | Sell |
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|
2019
Q2 | $1.35M | Buy |
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