Delos Wealth 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 | $240K | Hold |
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|
2025
Q2 | $219K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $15K | Sell |
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|
2023
Q4 | $39.8K | Sell |
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|
2023
Q3 | $45.8K | Sell |
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|
2023
Q2 | $54K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $12.2K | Hold |
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|
2022
Q3 | $12K | Buy |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $9K | Hold |
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|
2021
Q4 | $10K | Buy |
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