Compass Wealth 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 | – | Sell |
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|
2025
Q1 | $107K | Hold |
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|
2024
Q4 | $117K | Hold |
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|
2024
Q3 | $110K | Sell |
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|
2024
Q2 | $200K | Hold |
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|
2024
Q1 | $182K | Hold |
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|
2023
Q4 | $162K | Buy |
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|
2023
Q3 | $24.1K | Hold |
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|
2023
Q2 | $24.8K | Hold |
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|
2023
Q1 | $22.5K | Hold |
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|
2022
Q4 | $20.6K | Buy |
|