Diversified Trust’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 | $5.14M | Buy |
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|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $929K | Buy |
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|
2024
Q4 | $686K | Hold |
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|
2024
Q3 | $647K | Sell |
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|
2024
Q2 | $688K | Sell |
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|
2024
Q1 | $637K | Hold |
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|
2023
Q4 | $567K | Hold |
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|
2023
Q3 | $517K | Sell |
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|
2023
Q2 | $562K | Buy |
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|
2023
Q1 | $339K | Sell |
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|
2022
Q4 | $420K | Sell |
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|
2022
Q3 | $429K | Hold |
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|
2022
Q2 | $448K | Sell |
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|
2022
Q1 | $631K | Buy |
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|
2021
Q4 | $415K | Sell |
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|
2021
Q3 | $460K | Sell |
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|
2021
Q2 | $750K | Buy |
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|
2021
Q1 | $641K | Hold |
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|
2020
Q4 | $629K | Buy |
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|
2020
Q3 | $569K | Buy |
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|
2020
Q2 | $511K | Buy |
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|
2020
Q1 | $406K | Buy |
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