Cypress Wealth Services’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 | $16.2M | Sell |
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|
2025
Q2 | $15M | Sell |
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|
2025
Q1 | $16.9M | Buy |
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|
2024
Q4 | $17.5M | Buy |
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|
2024
Q3 | $16.4M | Sell |
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|
2024
Q2 | $16M | Buy |
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|
2024
Q1 | $8.42M | Buy |
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|
2023
Q4 | $4.19M | Buy |
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|
2023
Q3 | $3M | Buy |
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|
2023
Q2 | $232K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $306K | Sell |
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|
2021
Q1 | $481K | Sell |
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|
2020
Q4 | $482K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $413K | Sell |
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|
2020
Q1 | $398K | Sell |
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|
2019
Q4 | $739K | Buy |
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|
2019
Q3 | $673K | Buy |
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|
2019
Q2 | $665K | Sell |
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|
2019
Q1 | $670K | Buy |
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|
2018
Q4 | $493K | Buy |
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|
2018
Q3 | $459K | Sell |
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|
2018
Q2 | $424K | Buy |
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