Evermay 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
Q3 | $197K | Sell |
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|
2025
Q2 | $186K | Sell |
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|
2025
Q1 | $191K | Sell |
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|
2024
Q4 | $247K | Buy |
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|
2024
Q3 | $191K | Buy |
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|
2024
Q2 | $151K | Hold |
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|
2024
Q1 | $138K | Buy |
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|
2023
Q4 | $57K | Buy |
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|
2023
Q3 | $51.6K | Hold |
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|
2023
Q2 | $53.1K | Sell |
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|
2023
Q1 | $68.6K | Buy |
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|
2022
Q4 | $22.2K | Hold |
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|
2022
Q3 | $22K | Sell |
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|
2022
Q2 | $71K | Sell |
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|
2022
Q1 | $155K | Hold |
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|
2021
Q4 | $169K | Hold |
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|
2021
Q3 | $150K | Hold |
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|
2021
Q2 | $147K | Buy |
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