Ferguson Wellman Capital Management’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 | $1.09M | Buy |
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|
2025
Q2 | $946K | Sell |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $631K | Buy |
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|
2024
Q3 | $514K | Sell |
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|
2024
Q2 | $523K | Sell |
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|
2024
Q1 | $567K | Sell |
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|
2023
Q4 | $803K | Hold |
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|
2023
Q3 | $732K | Sell |
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|
2023
Q2 | $759K | Sell |
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|
2023
Q1 | $690K | Sell |
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|
2022
Q4 | $651K | Hold |
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|
2022
Q3 | $643K | Sell |
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|
2022
Q2 | $673K | Hold |
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|
2022
Q1 | $852K | Buy |
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|
2021
Q4 | $926K | Buy |
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|
2021
Q3 | $725K | Hold |
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|
2021
Q2 | $713K | Hold |
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|
2021
Q1 | $639K | Buy |
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|
2020
Q4 | $599K | Hold |
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|
2020
Q3 | $542K | Hold |
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|
2020
Q2 | $487K | Sell |
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|
2020
Q1 | $413K | Sell |
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|
2019
Q4 | $487K | Sell |
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|
2019
Q3 | $521K | Buy |
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|
2019
Q2 | $465K | Sell |
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|
2019
Q1 | $453K | Hold |
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|
2018
Q4 | $396K | Sell |
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|
2018
Q3 | $469K | Sell |
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|
2018
Q2 | $529K | Buy |
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|
2018
Q1 | $412K | Buy |
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|
2017
Q4 | $394K | Hold |
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|
2017
Q3 | $370K | Hold |
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|
2017
Q2 | $353K | Hold |
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|
2017
Q1 | $339K | Hold |
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|
2016
Q4 | $314K | Sell |
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|
2016
Q3 | $534K | Buy |
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