Commonwealth Financial Services’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 | $4.45M | Buy |
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|
2025
Q2 | $3.34M | Sell |
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|
2025
Q1 | $11.3M | Sell |
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|
2024
Q4 | $13M | Sell |
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|
2024
Q3 | $12.9M | Sell |
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|
2024
Q2 | $13.6M | Buy |
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|
2024
Q1 | $4.19M | Hold |
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|
2023
Q4 | $4.19M | Buy |
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|
2023
Q3 | $1.53M | Buy |
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|
2017
Q1 | $9.54M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.57M | Buy |
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|
2015
Q3 | $1.03M | Buy |
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|
2015
Q2 | $11K | Sell |
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|
2015
Q1 | $16K | Sell |
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|
2014
Q4 | $911K | Buy |
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