Financial Synergies Wealth 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 | $391K | Sell |
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|
2025
Q2 | $490K | Buy |
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|
2025
Q1 | $413K | Buy |
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|
2024
Q4 | $451K | Buy |
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|
2024
Q3 | $351K | Buy |
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|
2024
Q2 | $299K | Sell |
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|
2024
Q1 | $405K | Sell |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $330K | Hold |
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|
2023
Q2 | $340K | Buy |
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|
2023
Q1 | $307K | Buy |
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|
2022
Q4 | $281K | Buy |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $302K | Buy |
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|
2021
Q3 | $266K | Sell |
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|
2021
Q2 | $264K | Buy |
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|
2021
Q1 | $236K | Hold |
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|
2020
Q4 | $231K | Buy |
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