Cornerstone 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 | $466K | Sell |
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|
2025
Q2 | $428K | Hold |
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|
2025
Q1 | $361K | Hold |
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|
2024
Q4 | $395K | Buy |
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|
2024
Q3 | $369K | Hold |
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|
2024
Q2 | $356K | Hold |
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|
2024
Q1 | $325K | Hold |
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|
2023
Q4 | $289K | Hold |
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|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $271K | Hold |
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|
2023
Q1 | $246K | Hold |
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|
2022
Q4 | $225K | Hold |
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|
2022
Q3 | $223K | Hold |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $294K | Hold |
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|
2021
Q4 | $322K | Sell |
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|
2021
Q3 | $296K | Hold |
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|
2021
Q2 | $292K | Hold |
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|
2021
Q1 | $260K | Buy |
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