Freestone Capital Holdings’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 | $2.36M | Buy |
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|
2025
Q2 | $2.15M | Sell |
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|
2025
Q1 | $1.86M | Buy |
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|
2024
Q4 | $2.03M | Buy |
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|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | $616K | Sell |
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|
2024
Q1 | $596K | Buy |
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|
2023
Q4 | $476K | Buy |
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|
2023
Q3 | $219K | Sell |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $228K | Hold |
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|
2022
Q4 | $209K | Sell |
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|
2022
Q3 | $692K | Buy |
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|
2022
Q2 | $596K | Sell |
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|
2022
Q1 | $937K | Hold |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $845K | Buy |
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|
2021
Q2 | $787K | Hold |
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|
2021
Q1 | $704K | Hold |
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|
2020
Q4 | $690K | Buy |
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|
2020
Q3 | $599K | Hold |
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|
2020
Q2 | $538 | Hold |
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|
2020
Q1 | $428 | Buy |
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