Confluence Wealth 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
Q2 | $2.04M | Sell |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $2.02M | Sell |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $1.81M | Buy |
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|
2024
Q1 | $1.63M | Buy |
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|
2023
Q4 | $1.44M | Buy |
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|
2023
Q3 | $989K | Hold |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $979K | Sell |
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|
2022
Q4 | $915K | Buy |
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|
2022
Q3 | $570K | Buy |
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|
2022
Q2 | $682K | Buy |
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|
2022
Q1 | $688K | Sell |
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|
2021
Q4 | $771K | Buy |
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