Eagle Rock Investment Company’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 | $507K | Hold |
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|
2025
Q2 | $462K | Sell |
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|
2025
Q1 | $393K | Hold |
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|
2024
Q4 | $429K | Hold |
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|
2024
Q3 | $405K | Sell |
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|
2024
Q2 | $393K | Hold |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | $315K | Hold |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $268K | Hold |
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|
2022
Q4 | $251K | Hold |
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|
2022
Q3 | $243K | Hold |
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|
2022
Q2 | $253K | Buy |
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