Congress 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 | $6.01M | Buy |
|
|||||
|
2025
Q1 | $4.2M | Buy |
|
|||||
|
2024
Q4 | $1.24M | Buy |
|
|||||
|
2024
Q3 | $574K | Buy |
|
|||||
|
2024
Q2 | $549K | Sell |
|
|||||
|
2024
Q1 | $518K | Sell |
|
|||||
|
2023
Q4 | $865K | Buy |
|
|||||
|
2023
Q3 | $410K | Sell |
|
|||||
|
2023
Q2 | $659K | Hold |
|
|||||
|
2023
Q1 | $598K | Sell |
|
|||||
|
2022
Q4 | $624K | Buy |
|
|||||
|
2022
Q3 | $617K | Buy |
|
|||||
|
2022
Q2 | $543K | Sell |
|
|||||
|
2022
Q1 | $919K | Sell |
|
|||||
|
2021
Q4 | $1.12M | Buy |
|