Financial Planning & Information Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $473K | Sell |
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|
2024
Q2 | $459K | Sell |
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|
2024
Q1 | $423K | Sell |
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|
2023
Q4 | $402K | Buy |
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|
2023
Q3 | $362K | Sell |
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|
2023
Q2 | $384K | Sell |
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|
2023
Q1 | $348K | Sell |
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|
2022
Q4 | $326K | Buy |
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|
2022
Q3 | $321K | Sell |
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|
2022
Q2 | $338K | Buy |
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|
2022
Q1 | $425K | Hold |
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|
2021
Q4 | $465K | Sell |
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|
2021
Q3 | $430K | Sell |
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|
2021
Q2 | $428K | Sell |
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|
2021
Q1 | $386K | Hold |
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|
2020
Q4 | $378K | Hold |
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|
2020
Q3 | $342K | Sell |
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|
2020
Q2 | $313K | Sell |
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|
2020
Q1 | $262K | Sell |
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|
2019
Q4 | $318K | Buy |
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|
2019
Q3 | $291K | Hold |
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|
2019
Q2 | $290K | Sell |
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|
2019
Q1 | $281K | Sell |
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|
2018
Q4 | $300K | Sell |
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|
2018
Q3 | $353K | Hold |
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|
2018
Q2 | $324K | Buy |
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|
2018
Q1 | $303K | Buy |
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|
2017
Q4 | $290K | Sell |
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|
2017
Q3 | $291K | Sell |
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|
2017
Q2 | $279K | Sell |
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|
2017
Q1 | $273K | Hold |
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|
2016
Q4 | $253K | Sell |
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|
2016
Q3 | $258K | Hold |
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|
2016
Q2 | $247K | Hold |
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|
2016
Q1 | $246K | Hold |
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|
2015
Q4 | $245K | Hold |
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|
2015
Q3 | $228K | Hold |
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|
2015
Q2 | $241K | Sell |
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|
2015
Q1 | $255K | Hold |
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|
2014
Q4 | $239K | Hold |
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|
2014
Q3 | $239K | Sell |
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|
2014
Q2 | $245K | Hold |
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|
2014
Q1 | $233K | Sell |
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|
2013
Q4 | $231K | Buy |
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