Consilio Wealth Advisors’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 | $1.12M | Hold |
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|
2025
Q2 | $1.02M | Sell |
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|
2025
Q1 | $865K | Sell |
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|
2024
Q4 | $975K | Sell |
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|
2024
Q3 | $926K | Buy |
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|
2024
Q2 | $894K | Sell |
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|
2024
Q1 | $817K | Buy |
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|
2023
Q4 | $726K | Buy |
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|
2023
Q3 | $655K | Sell |
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|
2023
Q2 | $687K | Sell |
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|
2023
Q1 | $625K | Sell |
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|
2022
Q4 | $740K | Sell |
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|
2022
Q3 | $1.12M | Sell |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.47M | Sell |
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|
2021
Q4 | $1.72M | Buy |
|