Founders Financial Alliance’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 | $402K | Buy |
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|
2025
Q2 | $308K | Buy |
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|
2025
Q1 | $225K | Buy |
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|
2024
Q4 | $227K | Hold |
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|
2024
Q3 | $214K | Buy |
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|
2024
Q2 | $173K | Hold |
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|
2024
Q1 | $157K | Buy |
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|
2023
Q4 | $128K | Hold |
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|
2023
Q3 | $117K | Hold |
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|
2023
Q2 | $120K | Buy |
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|
2023
Q1 | $104K | Sell |
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|
2022
Q4 | $96.4K | Sell |
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|
2022
Q3 | $115K | Sell |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $152K | Hold |
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|
2021
Q4 | $167K | Hold |
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|
2021
Q3 | $148K | Sell |
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|
2021
Q2 | $275K | Sell |
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|
2021
Q1 | $431K | Hold |
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|
2020
Q4 | $410K | Hold |
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|
2020
Q3 | $378K | Buy |
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