DB Fitzpatrick & 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
Q3 | $250K | Sell |
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|
2025
Q2 | $253K | Sell |
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|
2025
Q1 | $216K | Hold |
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|
2024
Q4 | $236K | Sell |
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|
2024
Q3 | $253K | Sell |
|
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|
2024
Q2 | $245K | Sell |
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|
2024
Q1 | $407K | Sell |
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|
2023
Q4 | $396K | Buy |
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|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $428K | Buy |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q4 | $296K | Sell |
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|
2022
Q3 | $314K | Sell |
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|
2022
Q2 | $366K | Buy |
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|
2022
Q1 | $429K | Sell |
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|
2021
Q4 | $491K | Buy |
|