Facet Wealth Inc’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 | $1.19M | Buy |
|
|||||
|
2025
Q2 | $543K | Buy |
|
|||||
|
2025
Q1 | $405K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $410K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $276K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $244K | Hold |
|
|||||
|
2023
Q1 | $219K | Sell |
|
|||||
|
2022
Q4 | $215K | Sell |
|
|||||
|
2022
Q3 | $215K | Sell |
|
|||||
|
2022
Q2 | $238K | Buy |
|
|||||
|
2022
Q1 | $225K | Hold |
|
|||||
|
2021
Q4 | $247K | Sell |
|
|||||
|
2021
Q3 | $302K | Buy |
|
|||||
|
2021
Q2 | $258K | Buy |
|