Dumont & Blake Investment 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 | $6.54M | Sell |
|
|||||
|
2025
Q2 | $6.01M | Sell |
|
|||||
|
2025
Q1 | $5.11M | Sell |
|
|||||
|
2024
Q4 | $5.61M | Sell |
|
|||||
|
2024
Q3 | $5.42M | Sell |
|
|||||
|
2024
Q2 | $10.6M | Buy |
|
|||||
|
2024
Q1 | $4.79M | Sell |
|
|||||
|
2023
Q4 | $4.27M | Sell |
|
|||||
|
2023
Q3 | $3.92M | Buy |
|
|||||
|
2023
Q2 | $4M | Buy |
|
|||||
|
2023
Q1 | $3.61M | Sell |
|
|||||
|
2022
Q4 | $3.35M | Sell |
|
|||||
|
2022
Q3 | $3.35M | Sell |
|
|||||
|
2022
Q2 | $3.52M | Sell |
|
|||||
|
2022
Q1 | $4.46M | Sell |
|
|||||
|
2021
Q4 | $6.09M | Buy |
|
|||||
|
2021
Q3 | $5.34M | Buy |
|
|||||
|
2021
Q2 | $5.23M | Buy |
|
|||||
|
2021
Q1 | $4.62M | Buy |
|
|||||
|
2020
Q4 | $4.4M | Buy |
|
|||||
|
2020
Q3 | $3.91M | Buy |
|
|||||
|
2020
Q2 | $3.41M | Buy |
|
|||||
|
2020
Q1 | $2.62M | Sell |
|
|||||
|
2019
Q4 | $3.13M | Buy |
|
|||||
|
2019
Q3 | $2.86M | Sell |
|
|||||
|
2019
Q2 | $3.31M | Buy |
|
|||||
|
2019
Q1 | $3.11M | Sell |
|
|||||
|
2018
Q4 | $2.78M | Sell |
|
|||||
|
2018
Q3 | $3.5M | Buy |
|
|||||
|
2018
Q2 | $3.08M | Buy |
|
|||||
|
2018
Q1 | $2.8M | Buy |
|
|||||
|
2017
Q4 | $2.71M | Sell |
|
|||||
|
2017
Q3 | $2.55M | Buy |
|
|||||
|
2017
Q2 | $2.4M | Buy |
|
|||||
|
2017
Q1 | $2.28M | Buy |
|
|||||
|
2016
Q4 | $2.09M | Buy |
|
|||||
|
2016
Q3 | $2.08M | Sell |
|
|||||
|
2016
Q2 | $2.04M | Buy |
|
|||||
|
2016
Q1 | $1.99M | Sell |
|
|||||
|
2015
Q4 | $2.02M | Buy |
|
|||||
|
2015
Q3 | $1.78M | Sell |
|
|||||
|
2015
Q2 | $1.91M | Buy |
|
|||||
|
2015
Q1 | $1.78M | Buy |
|
|||||
|
2014
Q4 | $1.68M | Buy |
|
|||||
|
2014
Q3 | $1.57M | Buy |
|
|||||
|
2014
Q2 | $1.49M | Buy |
|
|||||
|
2014
Q1 | $1.41M | Buy |
|
|||||
|
2013
Q4 | $1.26M | Sell |
|
|||||
|
2013
Q3 | $1.27M | Buy |
|
|||||
|
2013
Q2 | $1.18M | Buy |
|