Corient Private Wealth’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 | $36.7M | Buy |
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|
2025
Q2 | $30.2M | Sell |
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|
2025
Q1 | $47.3M | Buy |
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|
2024
Q4 | $24.4M | Sell |
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|
2024
Q3 | $27.2M | Buy |
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|
2024
Q2 | $24.3M | Sell |
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|
2024
Q1 | $22.3M | Buy |
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|
2023
Q4 | $19.1M | Sell |
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|
2023
Q3 | $58.8M | Buy |
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|
2023
Q2 | $11.8M | Buy |
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|
2023
Q1 | $6.9M | Buy |
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|
2022
Q4 | $5.22M | Buy |
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