Evoke Wealth’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 | $2.02M | Buy |
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|
2025
Q2 | $1.38M | Sell |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $298K | Sell |
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|
2024
Q1 | $367K | Buy |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $298K | Hold |
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|
2023
Q2 | $306K | Hold |
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|
2023
Q1 | $278K | Hold |
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|
2022
Q4 | $254K | Hold |
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|
2022
Q3 | $251K | Hold |
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|
2022
Q2 | $262K | Hold |
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|
2022
Q1 | $332K | Hold |
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|
2021
Q4 | $364K | Buy |
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|
2021
Q3 | $321K | Sell |
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|
2021
Q2 | $316K | Buy |
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|
2021
Q1 | $212K | Buy |
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|
2020
Q4 | $208K | Buy |
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|
2020
Q3 | $188K | Hold |
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|
2020
Q2 | $169K | Sell |
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|
2020
Q1 | $134K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $118K | Buy |
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