Curtis Advisory Group’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 | $625K | Hold |
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|
2025
Q2 | $570K | Hold |
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|
2025
Q1 | $481K | Sell |
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|
2024
Q4 | $2.19M | Buy |
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|
2024
Q3 | $2M | Buy |
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|
2024
Q2 | $1.87M | Buy |
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|
2024
Q1 | $510K | Sell |
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|
2023
Q4 | $639K | Hold |
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|
2023
Q3 | $582K | Sell |
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|
2023
Q2 | $605K | Hold |
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|
2023
Q1 | $548K | Hold |
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|
2022
Q4 | $502K | Buy |
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|
2022
Q3 | $301K | Hold |
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|
2022
Q2 | $314K | Hold |
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|
2022
Q1 | $397K | Buy |
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|
2021
Q4 | $410K | Hold |
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|
2021
Q3 | $362K | Hold |
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|
2021
Q2 | $356K | Hold |
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|
2021
Q1 | $319K | Hold |
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|
2020
Q4 | $312K | Hold |
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|
2020
Q3 | $283K | Hold |
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|
2020
Q2 | $254K | Hold |
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|
2020
Q1 | $202K | Hold |
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|
2019
Q4 | $237K | Buy |
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