CWA Asset Management 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
Q2 | $681K | Sell |
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|
2025
Q1 | $579K | Sell |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $825K | Buy |
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|
2024
Q1 | $748K | Buy |
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|
2023
Q4 | $661K | Sell |
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|
2023
Q3 | $655K | Buy |
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|
2023
Q2 | $575K | Sell |
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|
2023
Q1 | $554K | Sell |
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|
2022
Q4 | $536K | Buy |
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|
2022
Q3 | $516K | Sell |
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|
2022
Q2 | $658K | Buy |
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|
2022
Q1 | $236K | Sell |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $339K | Buy |
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|
2021
Q1 | $269K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $211K | Hold |
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|
2019
Q2 | $211K | Hold |
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|
2019
Q1 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $208K | Buy |
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