Flagship Private Wealth’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 | $1.35M | Hold |
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|
2025
Q2 | $1.24M | Hold |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $1.09M | Hold |
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|
2024
Q2 | $1.06M | Hold |
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|
2024
Q1 | $965K | Hold |
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|
2023
Q4 | $858K | Sell |
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|
2023
Q3 | $796K | Hold |
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|
2023
Q2 | $820K | Sell |
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|
2023
Q1 | $757K | Hold |
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|
2022
Q4 | $693K | Hold |
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|
2022
Q3 | $685K | Hold |
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|
2022
Q2 | $715K | Buy |
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|
2022
Q1 | $905K | Sell |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $1.06M | Hold |
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|
2021
Q1 | $955K | Buy |
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|
2020
Q4 | $913K | Buy |
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