Foundations Investment 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 | $228M | Buy |
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|
2025
Q2 | $201M | Buy |
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|
2025
Q1 | $150M | Buy |
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|
2024
Q4 | $147M | Buy |
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|
2024
Q3 | $137M | Buy |
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|
2024
Q2 | $116M | Buy |
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|
2024
Q1 | $86.2M | Buy |
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|
2023
Q4 | $53M | Buy |
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|
2023
Q3 | $42.2M | Buy |
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|
2023
Q2 | $323K | Buy |
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|
2023
Q1 | $267K | Buy |
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|
2022
Q4 | $207K | Sell |
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|
2022
Q3 | $212K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $279K | Buy |
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|
2019
Q3 | $250K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $544K | Buy |
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