Dakota Wealth Management’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 | $652K | Sell |
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|
2025
Q2 | $729K | Sell |
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|
2025
Q1 | $729K | Sell |
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|
2024
Q4 | $806K | Buy |
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|
2024
Q3 | $751K | Sell |
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|
2024
Q2 | $732K | Sell |
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|
2024
Q1 | $784K | Buy |
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|
2023
Q4 | $693K | Buy |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $269K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $282K | Sell |
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|
2019
Q3 | $1.64M | Buy |
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|
2019
Q2 | $1.49M | Buy |
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|
2019
Q1 | $1.04M | Buy |
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