Evercore Wealth Management’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 | $6.06M | Hold |
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|
2025
Q1 | $5.11M | Sell |
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|
2024
Q4 | $5.97M | Buy |
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|
2024
Q3 | $5.08M | Sell |
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|
2024
Q2 | $5.04M | Sell |
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|
2024
Q1 | $4.61M | Hold |
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|
2023
Q4 | $4.1M | Buy |
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|
2023
Q3 | $3.69M | Sell |
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|
2023
Q2 | $3.84M | Sell |
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|
2023
Q1 | $3.49M | Buy |
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|
2022
Q4 | $2.72M | Hold |
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|
2022
Q3 | $2.69M | Sell |
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|
2022
Q2 | $2.86M | Hold |
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|
2022
Q1 | $3.62M | Hold |
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|
2021
Q4 | $3.97M | Hold |
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|
2021
Q3 | $3.5M | Sell |
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|
2021
Q2 | $3.45M | Sell |
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|
2021
Q1 | $3.1M | Buy |
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|
2020
Q4 | $3.02M | Buy |
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|
2020
Q3 | $2.45M | Sell |
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|
2020
Q2 | $2.33M | Sell |
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|
2020
Q1 | $2.08M | Buy |
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|
2019
Q4 | $2.03M | Hold |
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|
2019
Q3 | $1.89M | Hold |
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|
2019
Q2 | $1.88M | Buy |
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|
2019
Q1 | $1.78M | Buy |
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|
2018
Q4 | $1.53M | Sell |
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|
2018
Q3 | $1.8M | Buy |
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|
2018
Q2 | $1.65M | Hold |
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|
2018
Q1 | $1.57M | Sell |
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|
2017
Q4 | $1.91M | Hold |
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|
2017
Q3 | $1.79M | Hold |
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|
2017
Q2 | $1.71M | Hold |
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|
2017
Q1 | $1.65M | Buy |
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|
2016
Q4 | $1.52M | Hold |
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|
2016
Q3 | $1.51M | Sell |
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|
2016
Q2 | $1.76M | Hold |
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|
2016
Q1 | $1.75M | Buy |
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|
2015
Q4 | $1.7M | Hold |
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|
2015
Q3 | $1.58M | Sell |
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|
2015
Q2 | $1.72M | Sell |
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|
2015
Q1 | $2.43M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.58M | Hold |
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|
2014
Q2 | $1.56M | Hold |
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|
2014
Q1 | $1.48M | Hold |
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|
2013
Q4 | $1.47M | Hold |
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|
2013
Q3 | $1.33M | Hold |
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|
2013
Q2 | $1.25M | Buy |
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