Ellevest Inc’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
Q2 | $396K | Buy |
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|
2025
Q1 | $334K | Buy |
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|
2024
Q4 | $365K | Hold |
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|
2024
Q3 | $344K | Hold |
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|
2024
Q2 | $333K | Hold |
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|
2024
Q1 | $304K | Hold |
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|
2023
Q4 | $270K | Hold |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $250K | Buy |
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|
2023
Q1 | $166K | Hold |
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|
2022
Q4 | $152K | Hold |
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|
2022
Q3 | $150K | Hold |
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|
2022
Q2 | $157K | Hold |
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|
2022
Q1 | $199K | Hold |
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|
2021
Q4 | $218K | Buy |
|