Forum Private Client Group’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 | $377K | Hold |
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|
2025
Q2 | $344K | Sell |
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|
2025
Q1 | $290K | Sell |
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|
2024
Q4 | $318K | Sell |
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|
2024
Q3 | $303K | Sell |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $298K | Sell |
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|
2023
Q4 | $280K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $300K | Buy |
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|
2023
Q1 | $272K | Hold |
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|
2022
Q4 | $249K | Hold |
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|
2022
Q3 | $246K | Sell |
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|
2022
Q2 | $257K | Buy |
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|
2022
Q1 | $256K | Buy |
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