Duncker Streett & 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 | $324K | Sell |
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|
2025
Q2 | $312K | Buy |
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|
2025
Q1 | $263K | Buy |
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|
2024
Q4 | $288K | Sell |
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|
2024
Q3 | $531K | Sell |
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|
2024
Q2 | $528K | Buy |
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|
2024
Q1 | $482K | Buy |
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|
2023
Q4 | $428K | Buy |
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|
2023
Q3 | $389K | Sell |
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|
2023
Q2 | $417K | Buy |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $345K | Sell |
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|
2022
Q3 | $346K | Sell |
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|
2022
Q2 | $455K | Sell |
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|
2022
Q1 | $617K | Sell |
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|
2021
Q4 | $844K | Buy |
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|
2021
Q3 | $744K | Hold |
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|
2021
Q2 | $732K | Sell |
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|
2021
Q1 | $771K | Hold |
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|
2020
Q4 | $755K | Sell |
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|
2020
Q3 | $695K | Sell |
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|
2020
Q2 | $625K | Sell |
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|
2020
Q1 | $661K | Sell |
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|
2019
Q4 | $832K | Sell |
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|
2019
Q3 | $805K | Sell |
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|
2019
Q2 | $924K | Buy |
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|
2019
Q1 | $887K | Buy |
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|
2018
Q4 | $722K | Sell |
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|
2018
Q3 | $918K | Buy |
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|
2018
Q2 | $841K | Buy |
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|
2018
Q1 | $800K | Sell |
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|
2017
Q4 | $923K | Sell |
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|
2017
Q3 | $875K | Sell |
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|
2017
Q2 | $871K | Buy |
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|
2017
Q1 | $829K | Sell |
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|
2016
Q4 | $794K | Buy |
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|
2016
Q3 | $790K | Buy |
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|
2016
Q2 | $733K | Buy |
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|
2016
Q1 | $698K | Buy |
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|
2015
Q4 | $695K | Buy |
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|
2015
Q3 | $617K | Sell |
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|
2015
Q2 | $660K | Buy |
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|
2015
Q1 | $660K | Sell |
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|
2014
Q4 | $680K | Sell |
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|
2014
Q3 | $682K | Buy |
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|
2014
Q2 | $660K | Buy |
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|
2014
Q1 | $626K | Buy |
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|
2013
Q4 | $551K | Buy |
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|
2013
Q3 | $497K | Buy |
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|
2013
Q2 | $466K | Buy |
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