ERTS 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
Q2 | – | Sell |
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|
2025
Q1 | $565K | Sell |
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|
2024
Q4 | $639K | Sell |
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|
2024
Q3 | $607K | Hold |
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|
2024
Q2 | $587K | Sell |
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|
2024
Q1 | $569K | Sell |
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|
2023
Q4 | $512K | Buy |
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|
2023
Q3 | $442K | Buy |
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|
2023
Q2 | $396K | Sell |
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|
2023
Q1 | $382K | Sell |
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|
2022
Q4 | $409K | Sell |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.3M | Buy |
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|
2022
Q1 | $767K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $46K | Buy |
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