Connecticut 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
Q3 | $46.9M | Sell |
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|
2025
Q2 | $42.9M | Sell |
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|
2025
Q1 | $36.7M | Sell |
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|
2024
Q4 | $43M | Sell |
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|
2024
Q3 | $42.2M | Hold |
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|
2024
Q2 | $40.8M | Sell |
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|
2024
Q1 | $39.6M | Sell |
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|
2023
Q4 | $35.3M | Sell |
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|
2023
Q3 | $32.6M | Sell |
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|
2023
Q2 | $34.2M | Sell |
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|
2023
Q1 | $31.2M | Buy |
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|
2022
Q4 | $28.6M | Sell |
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|
2022
Q3 | $28.3M | Sell |
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|
2022
Q2 | $29.8M | Buy |
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|
2022
Q1 | $37.7M | Sell |
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|
2021
Q4 | $41.3M | Sell |
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|
2021
Q3 | $39.3M | Sell |
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|
2021
Q2 | $40M | Sell |
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|
2021
Q1 | $46.2M | Buy |
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|
2020
Q4 | $38M | Sell |
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|
2020
Q3 | $35.3M | Sell |
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|
2020
Q2 | $32.6M | Sell |
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|
2020
Q1 | $28.6M | Sell |
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|
2019
Q4 | $33.6M | Sell |
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|
2019
Q3 | $31.6M | Buy |
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|
2019
Q2 | $30.6M | Buy |
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|
2019
Q1 | $336K | Sell |
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|
2018
Q4 | $297K | Sell |
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|
2018
Q3 | $366K | Hold |
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|
2018
Q2 | $337K | Hold |
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|
2018
Q1 | $312K | Hold |
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|
2017
Q4 | $325K | Sell |
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|
2017
Q3 | $323K | Sell |
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|
2017
Q2 | $311K | Hold |
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|
2017
Q1 | $297K | Hold |
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|
2016
Q4 | $282K | Buy |
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|
2016
Q3 | $265K | Buy |
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