GDS Wealth Management’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 | $902K | Sell |
|
|||||
|
2025
Q2 | $826K | Buy |
|
|||||
|
2025
Q1 | $650K | Buy |
|
|||||
|
2024
Q4 | $683K | Buy |
|
|||||
|
2024
Q3 | $614K | Buy |
|
|||||
|
2024
Q2 | $584K | Sell |
|
|||||
|
2024
Q1 | $549K | Sell |
|
|||||
|
2023
Q4 | $510K | Sell |
|
|||||
|
2023
Q3 | $485K | Sell |
|
|||||
|
2023
Q2 | $511K | Sell |
|
|||||
|
2023
Q1 | $479K | Buy |
|
|||||
|
2022
Q4 | $427K | Sell |
|
|||||
|
2022
Q3 | $430K | Buy |
|
|||||
|
2022
Q2 | $436K | Sell |
|
|||||
|
2022
Q1 | $582K | Buy |
|
|||||
|
2021
Q4 | $531K | Buy |
|