Evolution 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 | $2.84M | Buy |
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2025
Q1 | $1.45M | Buy |
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|
2024
Q4 | $818K | Sell |
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|
2024
Q3 | $1.51M | Buy |
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|
2024
Q2 | $546K | Buy |
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|
2024
Q1 | $483K | Buy |
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|
2023
Q4 | $222K | Hold |
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|
2023
Q3 | $203K | Hold |
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|
2023
Q2 | $209K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $84K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $301K | Buy |
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