Edmonds Duncan Registered 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.31M | Buy |
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|
2024
Q2 | $5.02M | Sell |
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|
2024
Q1 | $5.33M | Sell |
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|
2023
Q4 | $4.86M | Buy |
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|
2023
Q3 | $3.98M | Buy |
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|
2023
Q2 | $4.06M | Buy |
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|
2023
Q1 | $3.68M | Buy |
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|
2022
Q4 | $3.32M | Buy |
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|
2022
Q3 | $2.4M | Buy |
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|
2022
Q2 | $2.27M | Sell |
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|
2022
Q1 | $3.15M | Buy |
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|
2021
Q4 | $3.05M | Sell |
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|
2021
Q3 | $2.94M | Sell |
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|
2021
Q2 | $2.93M | Sell |
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|
2021
Q1 | $2.63M | Buy |
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|
2020
Q4 | $2.68M | Sell |
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|
2020
Q3 | $2.39M | Sell |
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|
2020
Q2 | $2.17M | Buy |
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|
2020
Q1 | $1.71M | Sell |
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|
2019
Q4 | $12.5M | Sell |
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|
2019
Q3 | $13.1M | Sell |
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|
2019
Q2 | $13.7M | Sell |
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|
2019
Q1 | $13.1M | Buy |
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|
2018
Q4 | $11.2M | Buy |
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|
2018
Q3 | $13M | Sell |
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|
2018
Q2 | $12.9M | Buy |
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|
2018
Q1 | $12.1M | Buy |
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|
2017
Q4 | $11.6M | Buy |
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|
2017
Q3 | $11.1M | Sell |
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|
2017
Q2 | $10.2M | Buy |
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|
2017
Q1 | $9.8M | Buy |
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|
2016
Q4 | $8.37M | Buy |
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|
2016
Q3 | $8.1M | Sell |
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|
2016
Q2 | $8.33M | Buy |
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|
2016
Q1 | $7.63M | Buy |
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|
2015
Q4 | $7.51M | Buy |
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