Fortis 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 | $259K | Sell |
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|
2025
Q2 | $287K | Sell |
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|
2025
Q1 | $289K | Buy |
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|
2024
Q4 | $314K | Buy |
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|
2024
Q3 | $262K | Buy |
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|
2024
Q2 | $232K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $80K | Buy |
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|
2018
Q3 | $93K | Buy |
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|
2018
Q2 | $85K | Hold |
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|
2018
Q1 | $82K | Buy |
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|
2017
Q4 | $80K | Buy |
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