Concord Wealth Partners’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 | $66.6K | Buy |
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|
2025
Q2 | $60.7K | Hold |
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|
2025
Q1 | $51.1K | Buy |
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|
2024
Q4 | $55.8K | Buy |
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|
2024
Q3 | $52.6K | Sell |
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|
2024
Q2 | $63.7K | Buy |
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|
2024
Q1 | $51.1K | Sell |
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|
2023
Q4 | $78.8K | Sell |
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|
2023
Q3 | $87.3K | Hold |
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|
2023
Q2 | $89.9K | Buy |
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|
2023
Q1 | $81.5K | Buy |
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|
2022
Q4 | $74.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $78K | Hold |
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|
2022
Q1 | $99K | Buy |
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|
2021
Q4 | $77K | Buy |
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