CVA Family Office’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 | $1.49M | Hold |
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|
2025
Q2 | $1.36M | Hold |
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|
2025
Q1 | $1.14M | Hold |
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|
2024
Q4 | $1.25M | Hold |
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|
2024
Q3 | $1.18M | Hold |
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|
2024
Q2 | $1.14M | Hold |
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|
2024
Q1 | $1.04M | Hold |
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|
2023
Q4 | $925K | Hold |
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|
2023
Q3 | $843K | Hold |
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|
2023
Q2 | $868K | Hold |
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|
2023
Q1 | $787K | Buy |
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|
2022
Q4 | $697K | Buy |
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|
2022
Q3 | $266K | Hold |
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|
2022
Q2 | $278K | Sell |
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|
2022
Q1 | $428K | Hold |
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|
2021
Q4 | $469K | Buy |
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|
2021
Q3 | $381K | Sell |
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|
2021
Q2 | $480K | Hold |
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|
2021
Q1 | $430K | Hold |
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|
2020
Q4 | $421K | Hold |
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|
2020
Q3 | $381K | Hold |
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|
2020
Q2 | $342K | Hold |
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|
2020
Q1 | $272K | Hold |
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|
2019
Q4 | $320K | Buy |
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