Girard Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $425K | Sell |
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|
2024
Q1 | $486K | Buy |
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|
2023
Q4 | $394K | Buy |
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|
2023
Q3 | $358K | Hold |
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|
2023
Q2 | $369K | Hold |
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|
2023
Q1 | $335K | Sell |
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|
2022
Q4 | $311K | Hold |
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|
2022
Q3 | $307K | Sell |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $418K | Sell |
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|
2021
Q4 | $796K | Buy |
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|
2021
Q3 | $692K | Sell |
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|
2021
Q2 | $697K | Buy |
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|
2021
Q1 | $457K | Sell |
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|
2020
Q4 | $477K | Buy |
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|
2020
Q3 | $272K | Sell |
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|
2020
Q2 | $276K | Hold |
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|
2020
Q1 | $220K | Sell |
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|
2019
Q4 | $262K | Sell |
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|
2019
Q3 | $254K | Hold |
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|
2019
Q2 | $253K | Hold |
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|
2019
Q1 | $243K | Sell |
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|
2018
Q4 | $235K | Sell |
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|
2018
Q3 | $570K | Sell |
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|
2018
Q2 | $569K | Sell |
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|
2018
Q1 | $547K | Buy |
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|
2017
Q4 | $536K | Buy |
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|
2017
Q3 | $231K | Sell |
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|
2017
Q2 | $252K | Buy |
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|
2017
Q1 | $220K | Buy |
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