D.A. Davidson & Co’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 | $8.53M | Sell |
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|
2025
Q1 | $7.44M | Buy |
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|
2024
Q4 | $8.03M | Sell |
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|
2024
Q3 | $7.58M | Sell |
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|
2024
Q2 | $7.95M | Sell |
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|
2024
Q1 | $7.63M | Sell |
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|
2023
Q4 | $7.04M | Sell |
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|
2023
Q3 | $6.47M | Sell |
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|
2023
Q2 | $6.8M | Sell |
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|
2023
Q1 | $6.23M | Sell |
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|
2022
Q4 | $6.35M | Buy |
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|
2022
Q3 | $5.44M | Sell |
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|
2022
Q2 | $6.45M | Buy |
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|
2022
Q1 | $7.2M | Buy |
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|
2021
Q4 | $6.8M | Sell |
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|
2021
Q3 | $6.09M | Buy |
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|
2021
Q2 | $5.59M | Sell |
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|
2021
Q1 | $5.04M | Buy |
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|
2020
Q4 | $3.13M | Sell |
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|
2020
Q3 | $4.43M | Sell |
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|
2020
Q2 | $11.3M | Sell |
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|
2020
Q1 | $9.49M | Sell |
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|
2019
Q4 | $12M | Buy |
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|
2019
Q3 | $10.9M | Buy |
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|
2019
Q2 | $10.8M | Buy |
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|
2019
Q1 | $10.1M | Buy |
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|
2018
Q4 | $8.74M | Buy |
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|
2018
Q3 | $9.85M | Sell |
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|
2018
Q2 | $9.41M | Buy |
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|
2018
Q1 | $8.1M | Buy |
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|
2017
Q4 | $7.88M | Sell |
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|
2017
Q3 | $7.5M | Buy |
|
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|
2017
Q2 | $6.59M | Buy |
|
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|
2017
Q1 | $5.95M | Buy |
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|
2016
Q4 | $5.09M | Buy |
|
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|
2016
Q3 | $1.05M | Buy |
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|
2016
Q2 | $144K | Buy |
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|
2016
Q1 | $126K | Buy |
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|
2015
Q4 | $100K | Buy |
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|
2015
Q3 | $44K | Sell |
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|
2015
Q2 | $194K | Sell |
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|
2015
Q1 | $343K | Sell |
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|
2014
Q4 | $396K | Sell |
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|
2014
Q3 | $437K | Buy |
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|
2014
Q2 | $260K | Sell |
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|
2014
Q1 | $373K | Buy |
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|
2013
Q4 | $299K | Buy |
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|
2013
Q3 | $256K | Buy |
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|
2013
Q2 | $214K | Buy |
|