Fiducient 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 | $1.84M | Sell |
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|
2025
Q2 | $1.7M | Buy |
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|
2025
Q1 | $1.42M | Buy |
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|
2024
Q4 | $1.55M | Sell |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $897K | Sell |
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|
2023
Q4 | $929K | Sell |
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|
2023
Q3 | $873K | Buy |
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|
2023
Q2 | $574K | Sell |
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|
2023
Q1 | $833K | Sell |
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|
2022
Q4 | $813K | Buy |
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|
2022
Q3 | $607K | Hold |
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|
2022
Q2 | $633K | Sell |
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|
2022
Q1 | $811K | Buy |
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|
2021
Q4 | $887K | Buy |
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|
2021
Q3 | $782K | Sell |
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|
2021
Q2 | $806K | Buy |
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|
2021
Q1 | $720K | Hold |
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|
2020
Q4 | $705K | Buy |
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|
2020
Q3 | $467K | Buy |
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|
2020
Q2 | $418K | Buy |
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|
2020
Q1 | $310K | Sell |
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|
2019
Q4 | $373K | Buy |
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|
2019
Q3 | $344K | Sell |
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|
2019
Q2 | $357K | Sell |
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|
2019
Q1 | $347K | Sell |
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|
2018
Q4 | $753K | Buy |
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|
2018
Q3 | $880K | Sell |
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|
2018
Q2 | $893K | Hold |
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|
2018
Q1 | $852K | Buy |
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