Fermata 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 | $316K | Sell |
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|
2025
Q2 | $448K | Sell |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.4M | Sell |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $947K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $590K | Sell |
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|
2022
Q4 | $876K | Sell |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.37M | Sell |
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|
2021
Q4 | $1.55M | Sell |
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|
2021
Q3 | $1.54M | Sell |
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|
2021
Q2 | $1.63M | Buy |
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|
2021
Q1 | $900K | Buy |
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