EverSource 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 | $3.43M | Buy |
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|
2025
Q2 | $2.83M | Sell |
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|
2025
Q1 | $2.49M | Buy |
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|
2024
Q4 | $1.94M | Buy |
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|
2024
Q3 | $1.71M | Sell |
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|
2024
Q2 | $2.15M | Buy |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $796K | Buy |
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|
2023
Q3 | $664K | Buy |
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|
2023
Q2 | $278K | Buy |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $215K | Buy |
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