Encompass Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $45.6M | Buy |
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|
2025
Q2 | $41.6M | Buy |
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|
2025
Q1 | $34.7M | Buy |
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|
2024
Q4 | $37.3M | Buy |
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|
2024
Q3 | $34.5M | Sell |
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|
2024
Q2 | $33.4M | Sell |
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|
2024
Q1 | $30.6M | Sell |
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|
2023
Q4 | $27.3M | Buy |
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|
2023
Q3 | $24.8M | Buy |
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|
2023
Q2 | $25.3M | Sell |
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|
2023
Q1 | $23.1M | Buy |
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|
2022
Q4 | $21.2M | Sell |
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|
2022
Q3 | $21.4M | Sell |
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|
2022
Q2 | $23.4M | Sell |
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|
2022
Q1 | $34.8M | Buy |
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|
2021
Q4 | $37.9M | Buy |
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|
2021
Q3 | $32.8M | Sell |
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|
2021
Q2 | $32.3M | Sell |
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|
2021
Q1 | $31.8M | Buy |
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|
2020
Q4 | $22.2M | Buy |
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