Crescent Grove 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
Q2 | $1.02M | Hold |
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|
2025
Q1 | $862K | Hold |
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|
2024
Q4 | $943K | Buy |
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|
2024
Q3 | $870K | Hold |
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|
2024
Q2 | $841K | Buy |
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|
2024
Q1 | $653K | Buy |
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|
2023
Q4 | $506K | Hold |
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|
2023
Q3 | $463K | Sell |
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|
2023
Q2 | $561K | Buy |
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|
2023
Q1 | $492K | Buy |
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|
2022
Q4 | $402K | Sell |
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|
2022
Q3 | $402K | Buy |
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|
2022
Q2 | $363K | Hold |
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|
2022
Q1 | $460K | Hold |
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|
2021
Q4 | $503K | Buy |
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|
2021
Q3 | $438K | Sell |
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|
2021
Q2 | $512K | Sell |
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|
2021
Q1 | $521K | Sell |
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|
2020
Q4 | $525K | Sell |
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|
2020
Q3 | $485K | Hold |
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|
2020
Q2 | $435K | Hold |
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|
2020
Q1 | $346K | Buy |
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|
2019
Q4 | $354K | Hold |
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|
2019
Q3 | $329K | Sell |
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|
2019
Q2 | $342K | Buy |
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|
2019
Q1 | $277K | Buy |
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