E.S. Barr & 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
$316K Sell
2025
Q2
$360K Hold
2025
Q1
$304K Hold
2024
Q4
$332K Hold
2024
Q3
$313K Hold
2024
Q2
$303K Buy
2024
Q1
$221K Sell
2023
Q4
$212K Buy