Exencial 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 | $9.59M | Sell |
|
|||||
|
2025
Q2 | $8.85M | Buy |
|
|||||
|
2025
Q1 | $7.2M | Sell |
|
|||||
|
2024
Q4 | $7.89M | Buy |
|
|||||
|
2024
Q3 | $7.35M | Sell |
|
|||||
|
2024
Q2 | $7.48M | Sell |
|
|||||
|
2024
Q1 | $7.04M | Sell |
|
|||||
|
2023
Q4 | $6.85M | Buy |
|
|||||
|
2023
Q3 | $5.88M | Buy |
|
|||||
|
2023
Q2 | $6.04M | Sell |
|
|||||
|
2023
Q1 | $5.51M | Sell |
|
|||||
|
2022
Q4 | $5.05M | Buy |
|
|||||
|
2022
Q3 | $1.1M | Buy |
|
|||||
|
2022
Q2 | $926K | Buy |
|
|||||
|
2022
Q1 | $365K | Buy |
|
|||||
|
2021
Q4 | $336K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $282K | Buy |
|
|||||
|
2021
Q1 | $253K | Sell |
|
|||||
|
2020
Q4 | $260K | Sell |
|
|||||
|
2020
Q3 | $243K | Sell |
|
|||||
|
2020
Q2 | $268K | Sell |
|
|||||
|
2020
Q1 | $223K | Buy |
|