CWS Financial 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
Q3 | $691K | Buy |
|
|||||
|
2025
Q2 | $630K | Buy |
|
|||||
|
2025
Q1 | $531K | Buy |
|
|||||
|
2024
Q4 | $580K | Buy |
|
|||||
|
2024
Q3 | $547K | Buy |
|
|||||
|
2024
Q2 | $528K | Buy |
|
|||||
|
2024
Q1 | $419K | Sell |
|
|||||
|
2023
Q4 | $450K | Sell |
|
|||||
|
2023
Q3 | $480K | Hold |
|
|||||
|
2023
Q2 | $495K | Hold |
|
|||||
|
2023
Q1 | $448K | Buy |
|
|||||
|
2022
Q4 | $402K | Buy |
|
|||||
|
2022
Q3 | $346K | Hold |
|
|||||
|
2022
Q2 | $361K | Hold |
|
|||||
|
2022
Q1 | $457K | Hold |
|
|||||
|
2021
Q4 | $501K | Buy |
|
|||||
|
2021
Q2 | $435K | Sell |
|
|||||
|
2021
Q1 | $402K | Hold |
|
|||||
|
2020
Q4 | $394K | Hold |
|
|||||
|
2020
Q3 | $357K | Sell |
|
|||||
|
2020
Q2 | $330K | Sell |
|
|||||
|
2020
Q1 | $369K | Hold |
|
|||||
|
2019
Q4 | $369K | Buy |
|