Fountainhead AM’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 | $1.69M | Buy |
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|
2025
Q2 | $1.54M | Buy |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.12M | Sell |
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|
2023
Q4 | $1M | Buy |
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|
2023
Q3 | $910K | Hold |
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|
2023
Q2 | $938K | Buy |
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|
2023
Q1 | $849K | Buy |
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|
2022
Q4 | $776K | Buy |
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|
2022
Q3 | $684K | Buy |
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|
2022
Q2 | $690K | Buy |
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|
2022
Q1 | $872K | Buy |
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|
2021
Q4 | $954K | Buy |
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|
2021
Q3 | $842K | Sell |
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|
2021
Q2 | $746K | Hold |
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|
2021
Q1 | $746K | Sell |
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|
2020
Q4 | $746K | Buy |
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