Concourse Financial Group Securities’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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $19.4M | Sell |
|
|||||
|
2024
Q3 | $18.6M | Buy |
|
|||||
|
2024
Q2 | $17.8M | Buy |
|
|||||
|
2024
Q1 | $11.3M | Buy |
|
|||||
|
2023
Q4 | $3.72M | Buy |
|
|||||
|
2023
Q3 | $3.39M | Buy |
|
|||||
|
2023
Q2 | $947K | Buy |
|
|||||
|
2023
Q1 | $428K | Sell |
|
|||||
|
2022
Q4 | $609K | Sell |
|
|||||
|
2022
Q3 | $738K | Buy |
|
|||||
|
2022
Q2 | $713K | Sell |
|
|||||
|
2022
Q1 | $952K | Sell |
|
|||||
|
2021
Q4 | $2.36M | Sell |
|
|||||
|
2021
Q3 | $2.22M | Buy |
|
|||||
|
2021
Q2 | $1.01M | Sell |
|
|||||
|
2021
Q1 | $1.04M | Sell |
|
|||||
|
2020
Q4 | $1.74M | Buy |
|
|||||
|
2020
Q3 | $1.41M | Buy |
|
|||||
|
2020
Q2 | $964K | Sell |
|
|||||
|
2020
Q1 | $1.06M | Sell |
|
|||||
|
2019
Q4 | $1.29M | Buy |
|
|||||
|
2019
Q3 | $623K | Sell |
|
|||||
|
2019
Q2 | $722K | Sell |
|
|||||
|
2019
Q1 | $754K | Sell |
|
|||||
|
2018
Q4 | $676K | Sell |
|
|||||
|
2018
Q3 | $995K | Buy |
|