Cranbrook 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 | $7.16M | Sell |
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|
2025
Q2 | $6.83M | Sell |
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|
2025
Q1 | $5.78M | Sell |
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|
2024
Q4 | $6.35M | Sell |
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|
2024
Q3 | $6.01M | Sell |
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|
2024
Q2 | $5.85M | Sell |
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|
2024
Q1 | $5.37M | Sell |
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|
2023
Q4 | $4.87M | Sell |
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|
2023
Q3 | $4.5M | Sell |
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|
2023
Q2 | $4.75M | Sell |
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|
2023
Q1 | $4.46M | Buy |
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|
2022
Q4 | $3.99M | Sell |
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|
2022
Q3 | $5.15M | Buy |
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|
2022
Q2 | $5.36M | Sell |
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|
2022
Q1 | $6.84M | Sell |
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|
2021
Q4 | $7.56M | Sell |
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|
2021
Q3 | $6.9M | Sell |
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|
2021
Q2 | $7.05M | Sell |
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|
2021
Q1 | $6.46M | Sell |
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|
2020
Q4 | $6.96M | Sell |
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|
2020
Q3 | $6.5M | Sell |
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|
2020
Q2 | $5.88M | Sell |
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|
2020
Q1 | $4.85M | Sell |
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|
2019
Q4 | $6.17M | Sell |
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|
2019
Q3 | $5.8M | Sell |
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|
2019
Q2 | $5.86M | Sell |
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|
2019
Q1 | $5.67M | Sell |
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|
2018
Q4 | $4.97M | Sell |
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|
2018
Q3 | $6.16M | Sell |
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|
2018
Q2 | $6.11M | Sell |
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|
2018
Q1 | $5.98M | Sell |
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|
2017
Q4 | $6.15M | Sell |
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|
2017
Q3 | $6.01M | Sell |
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|
2017
Q2 | $5.81M | Sell |
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|
2017
Q1 | $5.59M | Sell |
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|
2016
Q4 | $5.27M | Sell |
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|
2016
Q3 | $5.5M | Sell |
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|
2016
Q2 | $5.44M | Sell |
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|
2016
Q1 | $5.57M | Buy |
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|
2015
Q4 | $5.56M | Sell |
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|
2015
Q3 | $5.28M | Buy |
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|
2015
Q2 | $4.15M | Buy |
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|
2015
Q1 | $4.14M | Sell |
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|
2014
Q4 | $4.1M | Buy |
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|
2014
Q3 | $3.88M | Sell |
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|
2014
Q2 | $3.96M | Buy |
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|
2014
Q1 | $3.68M | Buy |
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|
2013
Q4 | $3.62M | Buy |
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