Forum Financial Management’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 | $2.61M | Sell |
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|
2025
Q2 | $2.4M | Sell |
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|
2025
Q1 | $2.02M | Sell |
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|
2024
Q4 | $2.22M | Sell |
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|
2024
Q3 | $2.11M | Sell |
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|
2024
Q2 | $2.05M | Buy |
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|
2024
Q1 | $1.83M | Buy |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $1.54M | Hold |
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|
2023
Q2 | $1.59M | Sell |
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|
2023
Q1 | $1.46M | Sell |
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|
2022
Q4 | $1.35M | Buy |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $1.37M | Hold |
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|
2022
Q1 | $1.73M | Buy |
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|
2021
Q4 | $1.7M | Buy |
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